JG
CFA
JG
CFA

Jacob Gamerman

21 Years of Experience
New York, NY
Broker

Jacob Gamerman is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in New York, NY, with 21 years of industry experience. Jacob 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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History

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.

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Employment History
Current Registrations
Neuberger Berman Bd LLC
September 2011 - Present · 14 yrs 8 mos
Neuberger Berman Bd LLC
September 2011 - Present · 14 yrs 8 mos
Neuberger Berman Bd LLCBroker
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Barclays Capital INC.Broker
September 2008 - September 2011 · 3 yrs
Lehman Brothers INC.Broker
September 2004 - September 2008 · 4 yrs
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.
Jacob Gamerman - Financial Advisor | TrueAdvisor