Jay Walesch is a registered investment advisor at Neuberger Berman Bd LLC, based in Atlanta, GA, with 26 years of industry experience. Jay 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
3414 Peachtree Road N.E., Suite 225, Atlanta, GA, 30326
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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
February 2005 - Present · 21 yrs 5 mos
Neuberger Berman Bd LLC
February 2005 - Present · 21 yrs 5 mos
Neuberger Berman Bd LLCBroker
February 2005 - Present · 21 yrs 5 mos
Previous Registrations
Neuberger Berman, LLC
July 2002 - July 2003 · 1 yr
Neuberger Berman, LLCBroker
March 2000 - July 2003 · 3 yrs 4 mos
Sanford C. Bernstein & CO., INC.Broker
January 1998 - March 2000 · 2 yrs 2 mos
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.