Jed Limmer is a registered investment advisor at Onward Advisors LLC, based in Haworth, NJ, with 16 years of industry experience. Jed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee charged for asset management services. Fees vary and are negotiable.
Fee Estimator
Location
Haworth, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jed is a sole proprietor and financial advisor at Bicoastal Wealth Management, taking nearly full-time. He also co-owns a self-storage facility, works as an investment advisor representative for Onward Advisors, and is involved in several other ventures including Bicoastal Services, Lightspeed Financial Services Group LL, and Center 15 Capital.
Employment History
Current Registrations
Onward Advisors LLC
Wedbush Securities INC.
Wedbush Securities INC.
Wedbush Securities INC.Broker
Previous Registrations
D.A. Davidson & CO.Broker
Wedbush Securities INC.Broker
UBS Financial Services INC.Broker
State Registrations23 states
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