JF
CFA
JF
CFA
Jonathan Freedman is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in New York, NY, with 21 years of industry experience. Jonathan 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
1290 Avenue of the Americas, New York, NY, 10104
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Neuberger Berman Bd LLC
April 2019 - Present · 7 yrs 1 mo
Neuberger Berman Bd LLC
April 2019 - Present · 7 yrs 1 mo
Neuberger Berman Bd LLCBroker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Foreside Fund Services, LLCBroker
October 2014 - April 2015 · 6 mos
Citigroup Global Markets INC.Broker
August 2008 - March 2011 · 2 yrs 7 mos
Bear, Stearns & CO. INC.Broker
January 2006 - July 2008 · 2 yrs 6 mos
Ust Securities CORP.Broker
August 2004 - January 2006 · 1 yr 5 mos
Levco Securities, INC.Broker
January 2002 - June 2004 · 2 yrs 5 mos
Scudder Investor Services, INC.Broker
August 1998 - December 2001 · 3 yrs 4 mos
Gt Global, INC.Broker
April 1997 - June 1998 · 1 yr 2 mos
J. B. Hanauer & CO.Broker
August 1996 - January 1997 · 5 mos
State Registrations3 states
NJNMNY
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.