Jennifer
Colby

Alliancebernstein L.P

CRD#6596276
Investment Advisor
in Dallas, TX

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About this Advisor

Jennifer Colby is a financial advisor based in Dallas, Texas, working with Alliancebernstein L.P. Jennifer has previously held positions at Apple, Inc, United States Air Force, Edward Jones, Fidelity Investments, and Sanford C. Bernstein & Co., LLC. Jennifer has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jennifer is part of Alliancebernstein L.P, which operates out of Dallas, Texas. 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

2000 Mckinney Avenue Suite 2100
Dallas, TX 75201

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Alliancebernstein L.P Brokerage Details

Total Assets Under Management

$651,482,000,000

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

4,565

TX Average: 15
Total Number of Accounts

62,140

TX Average: 968
Average Account Size

$10,484,100

TX 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

Jennifer Colby Work History

2021 - Present (4 years)

Sanford C. Bernstein & Co., LLC

2021 - 2021 (< 1 year)

Fidelity Investments

2016 - 2021 (5 years)

Edward Jones

2015 - 2015 (< 1 year)

Apple, Inc

2006 - 2014 (8 years)

United States Air Force

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jennifer Colby 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

Raleigh Watson
New York, NY
Zachary Schiller
San Francisco, CA
Sophie Mekjian
Los Angeles, CA
Melissa Cardenas
Los Angeles, CA
Tanya Slipsager
New York, NY
Amara Briggs
Philadelphia, PA
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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