JB
CFA
JB
CFA

Jonathan Bailey

8 Years of Experience
London
Broker

Jonathan Bailey is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in London, with 8 years of industry experience. Jonathan 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

The Zig Zag Building, 70 Victoria Street, London, SW1E 6SQ

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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

Jonathan owns a cooperative apartment building in Manhattan where he resides and serves as a Board Member and Treasurer. He also serves as Vice Chair of the International Sustainability Standards Board (ISSB) Investor Advisory Group, dedicating minimal time each month without compensation.

Employment History
Current Registrations
Neuberger Berman Bd LLC
December 2017 - Present · 8 yrs 5 mos
Neuberger Berman Bd LLC
September 2017 - Present · 8 yrs 8 mos
Neuberger Berman Bd LLCBroker
September 2017 - Present · 8 yrs 8 mos
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.