Jordan
Fandry

Alliancebernstein L.P

CRD#6846835
Investment Advisor
in Houston, TX

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About this Advisor

Jordan Fandry is a financial advisor based in Houston, Texas, working with Alliancebernstein L.P. Jordan has previously held positions at Manske Wealth Management, Student, and Alliancebernstein. Jordan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jordan is part of Alliancebernstein L.P, which operates out of Houston, 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 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

800 Capitol Street Suite 3550
Houston, TX 77002

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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

Jordan Fandry Work History

2023 - Present (1 year)

Alliancebernstein

2017 - 2022 (5 years)

Manske Wealth Management

2009 - 2018 (9 years)

Student

Disclosures

Please visit the SEC profile of Jordan Fandry 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

John Richmond
Seattle, WA
Alec Scranton
Nashville, TN
Sophie Mekjian
Los Angeles, CA
Adam Geist
Nashville, TN
Tanya Slipsager
New York, NY
Elizabeth Wolf
Stamford, CT
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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