Jonathan
Kobets

Alliancebernstein L.P

CRD#5611440
Investment Advisor
in Nashville, TN

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About this Advisor

Jonathan Kobets is a financial advisor operating out of Nashville, Tennessee, who has 10 years of financial industry experience. Kobets is an employee of Alliancebernstein L.P. Their career trajectory has included roles at Neuberger Berman LLC and Alliancebernstein Investments, Inc. Kobets maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Tennessee. Alliancebernstein L.P is a registered investment business based in Nashville, Tennessee. The company has offices in 50 locations and a total of 4,004 financial advisors. It oversees $722 billion in assets under management between its 49,955 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 1,339 charities and foundations. Of its 49,955 accounts, 84% are associated with high-net-worth investors who have more than $1 million in assets. Alliancebernstein L.P provides a number of services, including 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. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by Alliancebernstein L.P likely include any blend of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

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

Disclosures

No

Office Location

One Nashville Place, 150 4Th Avenue North
Nashville, TN 37219

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$721,781,000,000

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

4,004

TN Average: 15
Total Number of Accounts

49,955

TN Average: 968
Average Account Size

$14,448,624

TN Average: $754,749

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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 Kobets Work History

Jonathan has 10 years of experience.

2018 - Present (4 years)

Alliancebernstein Investments, Inc

2012 - 2018 (6 years)

Neuberger Berman LLC

Disclosures

Jonathan Kobets has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Alliancebernstein L.P

Dayne Crist
Los Angeles, CA
Zachary Harris
Houston, TX
Keith Zemsky
New York, NY
Matthew Mccarthy
Chicago, IL
Elijah Dornstreich
Philadelphia, PA
Bret Estep
Nashville, TN
Matthew Mclaughlin
Chicago, IL
Jonathan Kobets
Nashville, TN

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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