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Jordan P White

Neuberger Berman BD LLC

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About Jordan P White

Jordan White is a financial advisor with over 25 years of experience in the industry. Jordan has held various positions at prominent financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Susquehanna Financial Group, LLLP, and CRT Capital Group LLC. Currently, Jordan is a registered representative with Neuberger Berman BD LLC. Jordan is licensed to provide investment advice in New Jersey and New York.

Firm Information

Jordan White 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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Jordan White’s Registration & Firm History

NY

03/29/2021 - Present

Neuberger Berman BD LLC (NEW YORK NY)

NY

07/13/2017 - 07/11/2018

BERENBERG CAPITAL MARKETS LLC (NEW YORK NY)

NY

05/23/2013 - 04/03/2017

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

NY

07/07/2011 - 04/29/2013

SUSQUEHANNA FINANCIAL GROUP, LLLP (NEW YORK NY)

CT

01/05/2011 - 06/16/2011

MKM PARTNERS LLC (STAMFORD CT)

CT

07/27/2009 - 01/04/2011

CRT CAPITAL GROUP LLC (STAMFORD CT)

NY

07/09/2007 - 05/01/2009

JEFFERIES & COMPANY, INC. (NEW YORK NY)

NY

06/09/2004 - 07/09/2007

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NC

07/01/2003 - 06/04/2004

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

MO

04/24/2001 - 07/01/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

02/04/1999 - 04/23/2001

CATHAY FINANCIAL LLC (NEW YORK NY)

NY

05/25/1994 - 07/09/1998

FIRST ALBANY CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/01/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/03/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/24/1994

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 Jordan P White.
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