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Jason Brandt

Sanford C. Bernstein & CO., LLC

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About Jason Brandt

Jason Brandt is a financial advisor with over 27 years of experience in the financial services industry. Jason is currently registered with Sanford C. Bernstein & CO., LLC in Chicago, Illinois. Jason's experience includes working as a financial advisor at Sanford C. Bernstein & CO., INC. Jason holds several licenses and certifications including Series 7, Series 10, Series 9, Series 31, Series 63 and SIE. Jason specializes in portfolio management for pooled investment vehicles.

Firm Information

Jason Brandt is currently registered with Sanford C. Bernstein & CO., LLC. Sanford C. Bernstein & CO., LLC is a Limited Liability Company, registered with the SEC and in 53 states. It was formed on August 16, 2000, and has its main office in Nashville, TN. The firm manages between $1 billion and $10 billion in assets for various clients, including pooled investment vehicles, insurance companies, charitable organizations, high-net-worth individuals, and state or municipal government entities. Their advisory services primarily focus on portfolio management for pooled investment vehicles.
Sanford C. Bernstein & CO., LLC

501 COMMERCE STREET

NASHVILLE, TN 37203

$3.71B

Assets Under Management

Not reported

Total Clients

271

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d, miscellaneous

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Jason Brandt’s Registration & Firm History

IL

12/07/2000 - Present

Sanford C. Bernstein & CO., LLC (CHICAGO IL)

NY

03/05/1996 - 12/07/2000

SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/29/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 03/04/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Brandt.
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