Jonathan
Berusch

Alliancebernstein L.P

CRD#4582394
Investment Advisor
in Boca Raton, FL

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About this Advisor

Jonathan Berusch is a financial advisor based in Boca Raton, Florida, working with Alliancebernstein L.P. Jonathan has previously held positions at Sanford C. Bernstein & Co., LLC, Allianz Global Investors Distributors LLC, Alliance Bernstein, and Allianz Global Investors U.S. LLC. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Jonathan is part of Alliancebernstein L.P, which operates out of Boca Raton, Florida. The firm has 53 offices and 4,565 employees. The firm manages assets totaling $651.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Alliancebernstein L.P includes asset-based, fixed, commission-based, and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees

Office Location

Boca Raton, FL

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$651,482,000,000

FL Average: $730,596,643
Total Number of Employees

4,565

FL Average: 15
Total Number of Accounts

62,140

FL Average: 968
Average Account Size

$10,484,100

FL Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Jonathan Berusch Work History

2023 - Present (2 years)

Sanford C. Bernstein & Co., LLC

2015 - 2022 (7 years)

Allianz Global Investors Distributors LLC

2015 - 2022 (7 years)

Allianz Global Investors U.S. LLC

2014 - 2015 (1 year)

Alliance Bernstein

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jonathan Berusch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alliancebernstein L.P

Jonathan Dominy
Cleveland, OH
Max Brown
Nashville, TN
Sophie Mekjian
Los Angeles, CA
Adam Geist
Nashville, TN
Tanya Slipsager
New York, NY
Kimberly Willie
Nashville, TN
Jacqueline Dylewski
Nashville, TN
Robert Dibenedetto
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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