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Jason Michael Weiner

Neuberger Berman BD LLC

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About Jason Michael Weiner

Jason Weiner is a financial advisor with over 25 years of experience in the industry. Jason is currently registered with Neuberger Berman BD LLC in New York and New Jersey. Previously, Jason worked at Neuberger Berman Management LLC and Neuberger Berman Management Inc., Jason holds the Series 6, 7, 24 and 63 licenses and has passed the SIE and Series 65 exams. Jason is also registered with the states of Alabama, Arizona, California, Connecticut, Delaware, Florida, Georgia, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Dakota, Utah and Virginia.

Firm Information

Jason Weiner 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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selection of other advisors

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Fee Structure

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.

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percentage of assets

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

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Jason Weiner’s Registration & Firm History

NY

03/30/2021 - Present

Neuberger Berman BD LLC (NEW YORK NY)

NY

03/30/2006 - 06/30/2016

NEUBERGER BERMAN MANAGEMENT LLC (NEW YORK NY)

NY

08/28/1998 - 02/01/2005

NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/15/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/1999

Series 7 - General Securities Representative Examination

BC

Issued 08/27/1998

Series 6 - Investment Company Products/Variable Contracts 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 Jason Michael Weiner.
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