Jason
Arends
Alliancebernstein L.P
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About this Advisor
Jason Arends is a financial advisor working out of Chicago, Illinois who has 19 years of relevant experience. Arends works at Alliancebernstein L.P. They have spent all of their time as a financial advisor at Alliancebernstein L.p. Arends maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Colorado, Florida, Illinois, Missouri, Ohio and Texas. Alliancebernstein L.P is an advisory business that has its headquarters in Nashville, TN. It has offices in 50 locations and a total of 4,134 financial advisors. It controls $582 billion in assets under management across its 58,634 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 1,441 charities and foundations. Of its 58,634 accounts, 84% are held by high-net-worth individuals who have more than $1 million in assets. The company has a diverse array of services, such as 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. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fees billed by Alliancebernstein L.P most likely consist of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliancebernstein L.P Brokerage Details
$582,388,000,000
4,134
58,634
$9,932,599
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
Jason Arends Work History
Jason has been registered as a financial advisor for 19 years.*
Sanford C. Bernstein
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Arends 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
Nashville, TN
New York, NY
Philadelphia, PA
Nashville, TN
Chicago, IL
Washington, DC
Philadelphia, PA
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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