Jed William Limmer

Current Employers

Employment History

• 11/2009 → 12/2018
  Wedbush Morgan Securities
  New York, NY
• 12/2018 → 10/2021
  D.A. Davidson & Co.
  New York, NY
• 10/2021 → Present
  Wedbush Securities
  New York, NY
• 10/2023 → Present
  Onward Advisors
  Los Angeles, CA

Previous Registrations

• 2023-12-06 → 2026-08-03
  Onward Advisors Llc
  Pasadena, CA

Other Businesses

1) BICOASTAL WEALTH MANAGEMENT, INVESTMENT RELATED, NEW YORK, NY, DBA FOR WEDBUSH SECURITIES BUSINESS, SOLE PROPIETOR, FINANCIAL ADVISOR, START: 10/2021, APPROX 160 HOURS MONTHLY AND 130 HOURS DURING TRADING HOURS. DUTIES: SOLE PROPRIETOR, PRINCIPAL/FOUNDER OF INDEPENDENT FINANCIAL ADVISOR PRACTICE UNDER IFON OF WEDBUSH SECURITIES. ALL DUTIES AS WOULD BE REQUIRED AS FULL SERVICE FINANCIAL ADVISOR OF WS. 2) 145 COCCOMO LLC; INVESTMENT RELATED; NEW BRITIAN, CT; SELF STORAGE FACILITY; MEMBER/ CO-OWNER; STARTING 5/4/2021; APPROX. 2 HOURS PER MONTH AND NONE DURING BUSINESS HOURS; DUTIES: SMALL, PASSIVELY MANAGED SELF-STORAGE FACILITY WITH LONG-STANDING TENANTS AND VERY LOW UNIT TURNOVER. PARTNER HANDLING MORE OPERATIONAL DUTIES. PAYING BILLS AND STRATEGIZING ON PRICING. 3). ONWARD ADVISORS; INVESTMENT RELATED; LOS ANGELES, CA; LLC; INVESTMENT ADVISOR REPRESENTATIVE; START: 10/2023; APPROX: 0 HOURS MONTHLY, 0 HOURS DURING BUSINESS HOURS; DUTIES: PROVIDE INVESTMENT ADVISORY SERVICES AS A DUALLY REGISTERED IAR 4). Bicoastal Services; investment related; Haworth, NJ; Finance; Principal; start date: 03/13/2024; Approx: 1 hour monthly, 0-1 hours during business hours; duties: Referral of unsolicited request for participation in investment in private security not available at Wedbush Securities 5). Center 15 Capital; Investment Related; Los Angeles, CA; Finance; Consultant; Start: 12/2024; Approx: 5 hours per Quarter, None during business hours; Duties: Advising and consulting work related to my friend and former colleague's new business venture; Center 15 Capital. Center 15 Capital, will be providing investment opportunities into pre-IPO defense technology companies. I will be consulting with them on strategy and business development which may include introducing potential investors to them for future investment opportunities which are not available at Wedbush Securities and do not require a broker-dealer. Introduced parties, whether Wedbush clients or not, will receive a disclosure that Wedbush is not a party to any transaction that may result from the introduction to Center 15 Capital.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-01
• S66 Uniform Combined State Law Examination
  2009-05-21

Other Names

• Jed William Limmer
• Jed Limmer