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Jamie Rebecca Zakalik

Neuberger Berman BD LLC

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About Jamie Rebecca Zakalik

Jamie Rebecca Zakalik is an investment advisor representative at Neuberger Berman BD LLC. Jamie has been in the securities industry for 4 years. Jamie is registered with the state of New York. Jamie has passed the Series 63, Series 65, Series 7, SIE, Series 86, and Series 87 exams. Jamie's previous employment history includes BofA Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Trillium Management, LLC.

Firm Information

Jamie Zakalik is currently registered with Neuberger Berman BD LLC. Neuberger Berman BD LLC is a Limited Liability Company formed in November 1996. The firm is headquartered in New York, NY. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a team of 1,880 investment advisor representatives and registered representatives. The firm specializes in providing investment advisory services to a variety of clients, including high-net-worth individuals, corporations, and institutions.
Neuberger Berman BD LLC

1290 AVENUE OF THE AMERICAS

NEW YORK, NY 10104

Not reported

Assets Under Management

Not reported

Total Clients

924

Total Financial Advisors

Services Offered

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.

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Fee Structure

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jamie Zakalik’s Registration & Firm History

NY

06/30/2022 - Present

Neuberger Berman BD LLC (NEW YORK NY)

NY

05/10/2019 - 06/13/2022

BOFA SECURITIES, INC. (NEW YORK NY)

NY

04/18/2018 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/29/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2018

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 05/03/2018

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 04/18/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jamie Rebecca Zakalik.
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