Unclaimed
Ashley Ariel Jones is a financial advisor with Alliancebernstein LP. Ashley is registered to provide investment advice in Texas. Ashley has been working in the financial industry since 2013. She has experience in various industries including, AllianceBernstein, American Funds, and Advantage Sales and Marketing. Ashley is a Series 66, Series 7TO and SIE licensed advisor. She holds no designations. Her clients include insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/26/2021 - Present
Alliancebernstein LP (San Antonio TX)
BOTH
Issued 03/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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