Jeremy Michael Runnels

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 07/2017
  West Coast Financial, Llc
  Santa Barbara, CA
• 07/2017 → 04/2025
  West Coast Financial, Llc
  Santa Barbara, CA
• 04/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2014-01-14 → 2025-04-04
  West Coast Financial, Llc
  Santa Barbara, CA
  San Diego, CA
  Santa Barbara, CA

Other Businesses

1. Rady Children's Hospital Foundation; investment-related (yes); Member of Trusts & Estates Council; 02/2019; no compensation, .25 hours per month during business hours, 0 hours per month during non-business hours; participate, network and raise funds for organization 2. Lawrence Family JCC; investment related (yes); 4126 Executive Drive, La Jolla, CA 92037; Member of investment committee for non-profit endowment; no compensation; .50 hours per month during business hours, 0 hours per month during non-business hours 3. San Diego Sports Innovators; investment -related (no); 253 Highway 101, #C, Solana Beach, CA 92075; start up business advisor for business incubator; 09/2022; .50 hours per month during business hours, 0 hours per month during non-business hours 4. Business: West Coast Financial, LLC; Investment-related: Yes; Address: Santa Barbara, CA; Nature of Business: Member of West Coast Financial, LLC and the general partner for the WCF Ozone Fund I, LP, WCF Real Estate Fund I, LP, and WCF Real Estate Fund II, LP. West Coast Financial, LLC is the owner of WCF RE Associates III, LLC which is the general partner for WCF Real Estate Fund III, LP. West Coast Financial, LLC is the owner of WCF RE Associates IV, LLC which is the general partner for WCF Real Estate Fund IV, LP. Cerity Partners merged with West Coast Financial, LLC on April 1, 2025, and has agreed that West Coast Financial, LLC will maintain general partners in five private real estate funds that will not be part of Cerity Partners, but will be considered outside business activities. General Partners currently include West Coast Financial, LLC, WCF RE Associates III LLC, and WC RE Associates IV, LLC. Cerity Partners has assumed the role of investment manager for each fund and will carry out the operations for each fund; Position/Title: Member and General Partner; Start Date: 4/1/2025; Number of Hours: 0 per month during or outside of securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-14

Designations

• Certified Financial Planner