MJ
CFA
MJ
CFA
Mccoy Jen is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in Jersey City, NJ, with 12 years of industry experience. Mccoy 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
Jersey City, NJ
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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
August 2017 - Present · 8 yrs 9 mos
Neuberger Berman Bd LLC
August 2017 - Present · 8 yrs 9 mos
Neuberger Berman Bd LLCBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Brean Murray, Carret & CO., LLC.Broker
June 2010 - August 2011 · 1 yr 2 mos
UBS Financial Services INC.Broker
September 2007 - June 2010 · 2 yrs 9 mos
State Registrations27 states
CACOCTDCDEFLGAHIIAILKYMAMDMEMNNCNJNVNYOHORSCTNTXWAWIWV
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.