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Jeremy Michael Runnels

West Coast Financial, LLC

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About Jeremy Michael Runnels

Jeremy Michael Runnels is a financial advisor registered with West Coast Financial, LLC. Jeremy has been with West Coast Financial since 2013 and is currently registered with California. Jeremy is a Certified Financial Planner and holds a Series 65 license. Jeremy specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals, Businesses, and Pooled Investment Vehicles. Jeremy has worked with clients in the Santa Barbara area since 2013. West Coast Financial, LLC is a Registered Investment Advisor (RIA) with its main office in Santa Barbara, California. West Coast Financial provides a variety of financial services to individuals, businesses, and charitable organizations. West Coast Financial is known for its commitment to providing personalized financial advice to its clients.

Firm Information

Jeremy Runnels is currently registered with West Coast Financial, LLC. West Coast Financial, LLC is a registered investment advisor headquartered in Santa Barbara, California. The firm manages assets for a diverse clientele, including high-net-worth individuals, corporations, pension plans, and charitable organizations. West Coast Financial provides a range of advisory services, including financial planning, portfolio management, and pension consulting. The firm manages over $1.89 billion in assets.
West Coast Financial, LLC

1435 ANACAPA STREET

SANTA BARBARA, CA 93101

$1.90B

Assets Under Management

9

Total Clients

23

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeremy Runnels’s Registration & Firm History

CA

01/14/2014 - Present

West Coast Financial, LLC (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 01/14/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Michael Runnels.
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