Ashley
Jones

Alliancebernstein L.P

CRD#6530151
Investment Advisor
in San Antonio, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Ashley Jones is a financial advisor who works out of San Antonio, Texas, who has been in the advisory business for 10 years. Jones currently works for Alliancebernstein L.P. Over the course of their career, Jones has held roles at Alliancebernstein, American Funds, Advantage Sales And Marketing and Texas State University. Jones holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Texas. Alliancebernstein L.P is a financial advisory firm based in San Antonio, Texas. The investment advisory business has offices in 50 locations and a total of 4,004 financial advisors. It has $722 billion in assets among its 49,955 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 1,339 charities and foundations. Of its 49,955 client accounts, 84% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm provides a broad 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 fees usually depend on the type of services offered. Fees billed by Alliancebernstein L.P can include any combination of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

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

8000 Ih 10 West
San Antonio, TX 78230

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$721,781,000,000

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

4,004

TX Average: 15
Total Number of Accounts

49,955

TX Average: 968
Average Account Size

$14,448,624

TX Average: $754,749

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Ashley Jones Work History

Ashley has 10 years of experience.

2018 - Present (4 years)

Alliancebernstein

2015 - 2018 (3 years)

American Funds

2013 - 2015 (2 years)

Advantage Sales And Marketing

2012 - 2013 (1 year)

Texas State University

Disclosures

Ashley Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Alliancebernstein L.P

Thomas Ryan
Seattle, WA
Ashley Jones
San Antonio, TX
Melissa Robbins
New York, NY
Rian Spencer
Chicago, IL
Dayne Crist
Los Angeles, CA
Lucie Germain
New York, NY
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.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started