As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
My main focus is retirement planning for retail and business clients. Each portfolio is unique to clients needs. I am a firm believer in that your portfolio should generate an income stream and work for you. When possible, I prefer Municipal Bonds that generate a Federal and State Tax Free interest payment for residents of those states. With California being one of the highest taxed states, it is another attractive feature of the financial plans I offer my clients.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Background
• Over 15 years of experience in the Securities Business
• St. Baldrick’s Foundation participant since 2010
• Youth soccer and baseball coach for my son and daughter
• Lives in Sacramento, with wife and two kids
• Favorite hobbies include fishing, abalone diving, and hunting
With over 30 years’ experience in the Financial Services industry, Jim provides his clients with sound investment advice and guidance, and prides himself on his natural ability to connect with his clients while assisting them in realizing their long-term financial goals.
Jim began his career at First Wall Street Corporation, a La Jolla, California firm co-founded by his father. During his tenure at the firm, Jim learned the value of listening to and understanding the needs of his clients while simultaneously being able to translate those needs into specific and actionable plans. He has been passionate about serving the best interests of his clients ever since.
Jim’s primary objective is to employ investments that have the greatest potential in achieving each client’s personal financial goals. With access to mutual funds, managed accounts, individual stocks, fixed income securities and a broad array of pre-screened institutional-caliber money managers across varying investment strategies and styles, Jim can custom design financial and investment plans to assist each client in attaining their financial objectives.
Jim is a home grown Southern Californian, with deep ties to his community. He was born In La Jolla, where he currently resides with his spouse, and attended La Jolla High School. He later went on to earn his Bachelor’s degree in Political Science from San Diego State University. Jim has three adult children, and in his spare time, he enjoys staying active by running, cycling, golfing, skiing and participating in other outdoor sporting activities.
Office Support - Kim Kiefer
Kim is my Operations Specialist. She has been in the financial services industry for 34 years, 20 of those, providing operational support to my clients. Kim's responsibilities include processing check requests, new account set up, securities registration, account changes and corrections, and the processing of account transfers. If you have any operational questions regarding your account you may contact Kim directly at kim.kiefer@wedbush.com or (858)-454-3897. Toll free 1-(800)-453-2255
Jeff Runyan has more than 18 years of industry and investment experience. By age 35, Jeff launched his Beverly Hills office, where he and his team serve many of the most prominent and respected families and businesses, including doctors, restaurants, and retailers, in Southern California.
Jeff’s parents had successful careers in various areas of Finance & Risk Management and were instrumental in shaping his interest in the industry. Financial management paralleled with risk avoidance were nightly dinner discussion topics, thus the genesis of a career in Investment Management.
After graduating from the University of Missouri with his Bachelor of Science degree in Consumer & Family Economics, Jeff returned for a Teaching Assistantship that paid him to earn his Master of Science in the same program. In addition to those academic achievements, Jeff holds the Chartered Retirement Planning Counselor℠ and Accredited Domestic Partnership Advisor℠ designations.
Those who know Jeff describe him as disciplined and focused. His dedication, mindset and adherence to goal setting, have allowed him to better serve his clients in their pursuit of investment success.
Dedicated to his community, Jeff is active in both Beverly Hills and Malibu, having served as a Board Member of The Rotary Club of Beverly Hills and the Malibu Chamber of Commerce, as well as a Board Member and existing Lifetime Member of The Friends of Greystone Mansion Beverly Hills. Jeff is an avid supporter of his alma mater and University of Missouri faculty, and is a lifetime member of The Chancellor’s Fund for Excellence, a Jefferson Club member, and a multiple time recipient of the Paul Harris Fellow in Rotary International.
Jeff and his team collectively subscribe to the notion, “discipline makes the difference,” whereby doing the right things persistently and habitually over long periods of time yields the best outcome. This approach has proven true for him in his business career, as well as, his endurance racing career in triathlon, marathon, and swimming. His steadfast nature has served him well in client acquisition and portfolio management over the past two decades.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Jeff Tiedge’s extensive experience, knowledge and utilization of a focused planning process helps his clients navigate through the complexities of the financial world. Jeff takes great care in tailoring his advice and financial planning to each of his client’s specific needs as he is keenly aware of everyone’s differing goals and life challenges. He prides himself in the pursuit of minimizing risk while helping his clients achieve their goals and visions.
Jeff began his career at Merrill Lynch in Pasadena, CA in 1986. In 1995, Jeff joined the Pasadena office of Morgan Stanley Dean Witter as the branch Sales Manager. Afterwards, Jeff became the Sales Manager of the Los Angeles Morgan Stanley office. In 1999, Jeff was given the opportunity to become the Area Manager of Morgan Stanley offices throughout Idaho, Montana, and Wyoming. Jeff then moved with his wife at the time Vickie (who passed away from breast cancer in 2011), and their son, Christopher, to Boise, ID. In October 2014, Jeff joined Wedbush Securities at the Ontario, CA office. A year later, it became possible for Jeff to continue to live and work in Boise while reestablishing his roots in the Southern California area. Since then, Jeff divides his time between Idaho and California.
In my role as a Financial Advisor, I have over 10 years of experience partnering directly with clients to help them achieve their financial goals. From a young age, I was inspired to follow in my father's footsteps to pursue a career in Finance. I have always been passionate about Wall Street and learning to understand what differentiates great companies and identify secular shifts within the economy.
Since joining the Traverse City office in 2015, I have been part of a team with my Father, Mark Spencer – who has over 38 years of industry experience, along with Operations Manager, Leslie MacKinnon. We pride ourselves on developing customized strategies tailored to each clients' individual needs, and providing superior customer service.
Many of our clients have been with us for 3 or 4 generations, and we work hard to build trust within our clientele to make them feel comfortable recommending us to their family and friends. Whether it’s building a financial plan, generating investment income in a low-interest rate world, building a growth portfolio, setting up small business retirement plans or college savings plans, the team has the comprehensive knowledge and resources to manage your account.
Both Mark and myself rigorously research company and industry trends to identify opportunities to invest in the growth of disruptors, innovators and businesses that seek to capture opportunity within emerging areas of the economy.
Born and raised in Traverse City, I understand the opportunities, challenges and needs of clients from communities in Northern Michigan. I have lived in Traverse City for over 10 years since studying at the University of Michigan, and living in the Bay Area and Denver. My wife Judy and I take personal pride in raising our three sons Brayden, Cason, and Dylan. In my free time, I enjoy exercising, being on the water, basketball, golf, and coaching my son’s sports teams.
Jerome F. Hartl, CMT is a Vice President, Investments at Wedbush Securities in the Traverse City office. Jerome has over 23 years of experience as a Financial Advisor, and as the son of a 46-year industry veteran, he became interested in the markets and economics at a young age. Previously, he served as a Senior Legislative Affairs Staffer in the 104th Congress and with the Clandestine Service, Directorate of Operation – Central Intelligence Agency. He and his business partner, Heather Kilbourne, created the Hartl Group in 2015.
Jerome and Heather produce custom-tailored portfolios that meet specifically defined needs and goals crafted around the risk tolerance level of each individual client. The team evaluates each clients’ complete financial picture and then constructs a unique portfolio designed to build wealth, while also withstanding the test of difficult markets.
From his previous experience in politics and intelligence, Jerome has the insight and ability to help his clients understand and react to the myriad of national and international developments that impact equity and income markets. Rigorous research and having an inquisitive attitude have also helped him uncover opportunities that have made a positive impact on portfolio performance for his clients.
The Hartl Group’s ideal client is serious about their financial goals, values informed advice, and asks good questions. The portfolio-building process is inherently collaborative, so having open and frequent communication is vital. The team is grateful to have the opportunity to work with clients of all shapes and sizes and is thrilled to have many client relationships that are multi-generational. They pride themselves on the part they play in helping build wealth for their clients, and as they say, “big things often have small beginnings!”
Born in Grosse Point, MI, Jerome and his family moved to Traverse City, where he still resides, when he was 8 years old. He obtained his Bachelor of Arts from Western Michigan University where he dual majored in Political Science and Communications. He was honored with the Chartered Market Technician (CMT) designation in 2006 and his CMT thesis, which examines the impact of capital gains taxation law on technical patterns of small cap stocks, was published in the CMT Association’s Journal of Technical Analysis. He is the proud parent of Henry, 10, and Audrey, 5, and when he is not working, he enjoys spending time with his children, outdoor activities, fly-fishing, and improving the wildlife habitat at his family’s cabin on the Sturgeon River.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
As a Wedbush Financial Advisor and Investment Adviser Representative, I am dedicated to serving my clients. I believe my clients come first and work to help protect their financial success. With over 30 years of experience in the financial industry, I am committed to using my knowledge to educate clients and help them make informed investment decisions. The client relationships I have developed make my work a pleasure.
I provide comprehensive financial planning, develop personalized investment strategies and manage investment assets with emphasis on risk management. I assist my clients in reaching short and long-term goals. Whether you would like to build personal wealth, plan for retirement, minimize taxes or prepare for the tuition costs of your children or grandchildren, I will help you clearly define your investment objectives, goals and risk tolerance to determine a strategy designed to help you achieve your financial goals throughout your lifetime.
Prior to joining Wedbush, I spent 23 years at A.G. Edwards & Sons as a Financial Advisor (eventually acquired by Wells Fargo Advisors.) I started my career as a commodity broker managing lumber hedging programs for lumber mills and wholesalers. I hold a Bachelor of Arts degree in Finance and a minor in French. I speak fluent French and spent a year as an exchange student in Bordeaux, France. My wonderful husband Jeff and I share four boys together.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.