Jeremy
Runnels
West Coast Financial, LLC
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About this Advisor
Jeremy Runnels is a certified financial planner operating out of San Diego, California, with 9 years of industry experience. Runnels is currently employed by West Coast Financial, LLC. The advisor has gained experience at Union Ale, Seth Gewirtz, Cpa, Student and West Coast Financial, LLC. Runnels maintains a Series 65 license, qualifying them as an investment advisor representative, and can operate in California. West Coast Financial, LLC is a registered investment business based in Santa Barbara, CA. It has offices in three locations and a total of 39 employees. It has $2 billion in total assets across its 1,927 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 1,927 customer accounts, 48% belong to high-net-worth individuals who have at least $1 million in assets available to invest. West Coast Financial, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by West Coast Financial, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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West Coast Financial, LLC Brokerage Details
$1,515,060,044
39
1,927
$786,227
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jeremy Runnels Work History
Jeremy has been registered as a financial advisor for 9 years.*
West Coast Financial, LLC
West Coast Financial, LLC
West Coast Financial, LLC
Seth Gewirtz, Cpa
Union Ale
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy Runnels to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at West Coast Financial, LLC
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Avila Beach, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
