Jed Limmer has a unique perspective that brings unparalleled guidance to the clients he serves. He’s been an advisor for over 13 years, having worked at Wedbush Securities and D.A. Davidson, where he led their New York Institutional Equities efforts, advising some of the world’s largest investment firms. In 2021, Jed launched Bicoastal Wealth Management, an affiliate of Wedbush Securities, where he serves as managing partner and portfolio manager for a firm founded on a commitment to reliability, accountability, communication, and genuine client care that always places their interests first. Located in New York City and Los Angeles, the wealth management and financial planning practice focuses on helping individuals, families, and institutional clients meet and exceed their goals in a risk-optimized manner.
Jed and his team take clients through the Bicoastal Blueprint, which is a comprehensive planning process used to achieve optimal plans and investment solutions. “Our history of working with institutional clients provides unique perspective on the portfolio construction we provide as well as the use and selection of alternative investments we utilize,” he explains. And it’s all delivered with white-glove service. “Whether it’s showing someone their financial plan for the first time or helping on the trajectory to their goals, to know I’m making a positive impact on their lives, that’s what drives me,” he says.
Jed studied finance and entrepreneurship at Syracuse University, and Investment Management and Theory at Yale University. He holds a CIMA® designation.
Founder — Bicoastal Wealth Management
Securities and Advisory Services offered through Wedbush Securities, Inc.