JW
CFP
JW
CFP
Jason Weiner is a CFP-designated registered investment advisor at Neuberger Berman Bd LLC, based in Bellmore, NY, with 28 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold.
Compensation
Fee-Only (% of Portfolio)
Firm Size
864 advisors
IM Fee
Planning only
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Location
Bellmore, NY
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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
November 2017 - Present · 8 yrs 11 mos
Neuberger Berman Bd LLC
February 2005 - Present · 21 yrs 8 mos
Neuberger Berman Bd LLCBroker
February 2005 - Present · 21 yrs 8 mos
Previous Registrations
Neuberger Berman Management LLCBroker
March 2006 - June 2016 · 10 yrs 3 mos
Neuberger Berman Management INC.Broker
August 1998 - February 2005 · 6 yrs 6 mos
State Registrations20 states
ALAZCACTDEFLGAIDMAMONCNHNJNYPARISCSDUTVA
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.
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