Jacob William Greene
Investment Adviser Representative at Neuberger Berman BD LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob William Greene is an investment adviser representative with Neuberger Berman BD LLC in New York, NY, where they have been registered since 2022. They have worked in the securities industry since 2015 and were previously registered with Eaton Vance Distributors, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York.
Office
Advisors at this office: 555
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
4 states and territories
Delaware, New Jersey, New York, Vermont
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Eaton Vance Distributors, Inc.Jan 2015 – Oct 2017Seattle, WA
- Parametric Portfolio AssociatesJan 2015 – Oct 2017Seattle, WA
- Parametric Portfolio AssociatesOct 2017 – Jan 2020Seattle, WA
- Eaton Vance Distributors, Inc.Oct 2017 – Jan 2020Boston, MA
- Eaton Vance Distributors, Inc.Jan 2020 – Feb 2022Boston, MA
- Neuberger BermanFeb 2022 – no end date reportedNew York, NY
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Neuberger Berman BD LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob William Greene has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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