Unclaimed
Caroline Jahn is a financial professional with over 17 years of experience in the industry. Caroline is currently registered with Blue Owl Securities in New York, NY. Previously, Caroline worked with NEUBERGER BERMAN BD LLC, BLACKSTONE ADVISORY PARTNERS L.P., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Caroline holds Series 65, 66, 7, 79, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
05/25/2021 - Present
Blue OWL Securities (New York NY)
NY
02/26/2019 - 05/19/2021
NEUBERGER BERMAN BD LLC (NEW YORK NY)
NY
07/19/2011 - 02/08/2019
BLACKSTONE ADVISORY PARTNERS L.P. (NEW YORK NY)
GA
08/19/2005 - 07/05/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
IA
Issued 08/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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