Jacob McKean, financial advisor New York NY

Jacob McKean

CRD Number: 6666794
Current Firm: Neuberger Berman Bd LLC

Jacob McKean (CRD# 6666794) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in New York, NY and has over 3 years of experience in the finance industry.

Similar Advisors
Michael Kay, financial advisor New York NY
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Eric Bloom, financial advisor New York NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Alexander Bass, financial advisor New York NY
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Company Name Location Dates Years
Neuberger Berman New York, NY Mar 2020 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Glen Rock, NJ Dec 2017 - Mar 2020 2
Unemployed Fort Lee, NJ Jun 2017 - Dec 2017 < 1
University Of Massachusetts Amherst Amherst, MA Sep 2013 - May 2017 3
Unemployed Montebello, NY Jan 2007 - Jun 2015 8
Town Of Ramapo Parks & Recreation Suffern, NY Jun 2013 - Sep 2014 1
Suffern High School Suffern, NY Sep 2009 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Jacob M. McKean
Phone Number: 212-476-9000
Firm Website: http://www.nb.com
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.