Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jed? Claim Your ProfileJed William Limmer is a financial advisor with Wedbush Securities Inc. Jed has been in the financial services industry since 2009. Jed is also an Investment Advisor Representative for Onward Advisors LLC and is registered in California, New Jersey and New York. Jed holds Series 7, 66, 24, and SIE licenses. Jed has experience in financial planning, portfolio management and pension consulting. Jed’s client base includes individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, and foreign clients. Jed is committed to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
11/01/2021 - Present
Wedbush Securities Inc. (HAWORTH NJ)
NY
01/02/2019 - 10/18/2021
D.A. DAVIDSON & CO. (NEW YORK NY)
NY
12/10/2009 - 12/17/2018
WEDBUSH SECURITIES INC. (New York NY)
NY
04/29/2009 - 09/23/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
IA
Issued 11/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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