Jacqueline Jones is a registered investment advisor at Neuberger Berman Bd LLC, based in New York, NY, with 3 years of industry experience. Jacqueline 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
New York, NY
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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 2025 - Present · 11 mos
Neuberger Berman Bd LLC
August 2025 - Present · 11 mos
Neuberger Berman Bd LLCBroker
August 2025 - Present · 11 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2023 - July 2025 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
August 2023 - July 2025 · 1 yr 11 mos
Fidelity Brokerage Services LLCBroker
November 2022 - July 2023 · 8 mos
State Registrations1 state
NY
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.