JO
JO
John Ohlson is a registered investment advisor at Neuberger Berman Bd LLC, based in San Francisco, CA, with 22 years of industry experience. John 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
San Francisco, CA
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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
March 2025 - Present · 1 yr 2 mos
Neuberger Berman Bd LLC
March 2025 - Present · 1 yr 2 mos
Neuberger Berman Bd LLCBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2021 - March 2025 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2021 - March 2025 · 3 yrs 9 mos
Charles Schwab & CO., INC.Broker
May 2019 - July 2020 · 1 yr 2 mos
Revere Securities LLCBroker
February 2016 - December 2017 · 1 yr 10 mos
Burnham Securities INC.Broker
April 2001 - March 2016 · 14 yrs 11 mos
State Registrations3 states
CADENY
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.