Jennifer Marie Round

Employer firm

Natixis Advisors, LLC CRD 106800

$109B regulatory AUM 21 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 09/2019
  Neuberger Berman
  New York, NY
• 09/2019 → Present
  Natixis Distribution, Llc
  Boston, MA
• 09/2019 → Present
  Natixis Advisors, Llc
  Boston, MA

Previous Registrations

• 2016-08-30 → 2019-09-24
  Neuberger Berman Bd Llc
  New York, NY
• 2012-07-04 → 2014-12-16
  New York Life Investment Management Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-03
• S63 Uniform Securities Agent State Law Examination
  2011-01-07