Jacob
Motz

Alliancebernstein L.P

CRD#7604968
Investment Advisor
in Atlanta, GA

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About this Advisor

Jacob Motz is a financial advisor based in Atlanta, Georgia, working with Alliancebernstein L.P. Jacob has previously held positions at Goldman Sachs, Network Solutions Group, LLC, Pope John Paul II High School, Jake's Tutoring, Columbia University, and Sanford C. Bernstein & Co., LLC. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Jacob is part of Alliancebernstein L.P, which operates out of Atlanta, Georgia. 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 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

3560 Lenox Road Ne Suite 3000
Atlanta, GA 30326

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$651,482,000,000

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

4,565

GA Average: 15
Total Number of Accounts

62,140

GA Average: 968
Average Account Size

$10,484,100

GA 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

Jacob Motz Work History

2024 - Present (0 year)

Sanford C. Bernstein & Co., LLC

2022 - Present (2 years)

Goldman Sachs

2018 - Present (6 years)

Jake'S Tutoring

2020 - 2020 (< 1 year)

Network Solutions Group, LLC

2018 - 2022 (4 years)

Columbia University

2014 - 2018 (4 years)

Pope John Paul Ii High School

Disclosures

Please visit the SEC profile of Jacob Motz 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
Joseph Sunwoo
Bellevue, WA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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