Jeremy RunnelsCRD Number: 6254923
Current Firm: West Coast Financial, LLC
Jeremy Runnels (CRD# 6254923) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 3 years of experience in the finance industry. Jeremy Runnels has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Montecito Investment Strategies
Haven Capital Group
Independent Financial Partners
|West Coast Financial, LLC||Santa Barbara, CA||Nov 2015 - Current||1|
|West Coast Financial, LLC||Santa Barbara, CA||Jul 2013 - Nov 2015||2|
|Union Ale||Santa Barbara, CA||Jun 2011 - Jun 2013||2|
|Seth Gewirtz, Cpa||Santa Barbara, CA||Dec 2012 - May 2013||< 1|
|Student||Santa Barbara, CA||Jul 2010 - May 2013||2|
|Student||Coto De Caza, CA||Aug 2003 - Jul 2010||6|
|Wood Ranch Bbq & Grill||Rancho Santa Margarita, CA||Aug 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
Total Assets Under Management606MILLIONS
Total Number of Accounts750ACCOUNTS
Average Account Value$808,379
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, KY, MN, NY, OR, TX, WA
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