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Jennifer Maxwell McBride

Evercore Group LLC

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About Jennifer Maxwell McBride

Jennifer McBride is a registered representative with Evercore Group LLC. Jennifer has been in the financial services industry since 2008. Jennifer holds the Series 7, Series 63, Series 66 and Series 79TO licenses and the SIE designation. Jennifer is registered with the Financial Industry Regulatory Authority (FINRA) and the securities regulators in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. Jennifer was previously registered with NEUBERGER BERMAN LLC and MORGAN STANLEY & CO. INCORPORATED.

Firm Information

Jennifer McBride is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

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.

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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Jennifer McBride’s Registration & Firm History

NY

03/05/2010 - Present

Evercore Group LLC (NEW YORK NY)

NY

10/23/2009 - 03/02/2010

NEUBERGER BERMAN LLC (NEW YORK NY)

NY

12/04/2007 - 03/20/2009

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/22/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/04/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2024

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jennifer Maxwell McBride.
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