JM
JM

Jacob Mckean

7 Years of Experience
Jersey City, NJ
Broker

Jacob Mckean is a registered investment advisor at Neuberger Berman Bd LLC, based in Jersey City, NJ, with 7 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

Jersey City, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jacob is a part-time real estate broker with Compass, Inc. since 2021, dedicating a few hours per week. He is also the managing member of Summit LLC, created for real estate investing, spending minimal time on managing residential units.

Employment History
Current Registrations
Neuberger Berman Bd LLC
March 2020 - Present · 6 yrs 2 mos
Neuberger Berman Bd LLC
March 2020 - Present · 6 yrs 2 mos
Neuberger Berman Bd LLCBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2018 - March 2020 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2018 - March 2020 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.