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Paladin Research Report For:

Jed Limmer

Bicoastal Wealth Management

142 West 57th Street
New York, NY 10019
212-931-7077

About Jed Limmer

Bicoastal Wealth Management is a full-service financial planning and wealth management group affiliated with Wedbush Securities.

Wedbush Securities is a premier securities and investment services firm, providing financial services to individual, institutional and investment banking clients for over 65 years. As an organization, we thrive because of the dedication of approximately 900 colleagues in nearly 100 offices across the nation who make Wedbush a unique and successful company.

See Disclosures

General Information

Firm Start Year
  • 1955
No. of Employees
  • 500-999

Compliance

Qualifications & Membership

Compensation and Fees

Education

Bachelor of Science - Finance
  • Syracuse University
    09/01/2004 -09/30/2008
Investment Management Theory & Practice -
  • Yale University
    05/01/2021 -10/30/2021

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890605/paladinregistry-Bicoastal-Wealth-Management-detailed-disclosure.html

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