JW
JW

Jordan White

30 Years of Experience
Irvington, NY
Broker

Jordan White is a registered investment advisor at Neuberger Berman Bd LLC, based in Irvington, NY, with 30 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)
Firm Size
837 advisors
IM Fee
Planning only
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Location

Irvington, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Neuberger Berman Bd LLC
September 2018 - Present · 7 yrs 8 mos
Neuberger Berman Bd LLC
July 2018 - Present · 7 yrs 10 mos
Neuberger Berman Bd LLCBroker
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Berenberg Capital Markets LLCBroker
July 2017 - July 2018 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2013 - April 2017 · 3 yrs 11 mos
Susquehanna Financial Group, LllpBroker
July 2011 - April 2013 · 1 yr 9 mos
Mkm Partners LLCBroker
January 2011 - June 2011 · 5 mos
Crt Capital Group LLCBroker
July 2009 - January 2011 · 1 yr 6 mos
Jefferies & Company, INC.Broker
July 2007 - May 2009 · 1 yr 10 mos
Morgan Stanley & CO., IncorporatedBroker
June 2004 - July 2007 · 3 yrs 1 mo
Wachovia Capital Markets, LLCBroker
July 2003 - June 2004 · 11 mos
Wachovia Securities, LLCBroker
April 2001 - July 2003 · 2 yrs 3 mos
Cathay Financial LLCBroker
February 1999 - April 2001 · 2 yrs 2 mos
First Albany CorporationBroker
May 1994 - July 1998 · 4 yrs 2 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.