Unclaimed
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.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
Not sure Jordan White is the right advisor for you? Invested Better is here to help.