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Jonathan Harris Pastel

Bernstein Institutional Services LLC

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About Jonathan Harris Pastel

Jonathan Harris Pastel is a financial professional registered with Bernstein Institutional Services LLC and is located in New York, New York. Jonathan has worked in the financial services industry since 2006. Jonathan holds the Series 7, Series 24, Series 63, and SIE licenses. Jonathan has previous experience working at Sanford C. Bernstein & Co., LLC. Jonathan specializes in Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Jonathan Pastel is currently registered with Bernstein Institutional Services LLC. Bernstein Institutional Services LLC is a Limited Liability Company registered with the SEC and in all 50 states, plus Puerto Rico and the Virgin Islands. The firm was formed on October 15, 2021, and has 227 registered representatives and 85 investment advisory functions. Bernstein Institutional Services LLC provides educational seminars and publishes periodicals, and offers a range of advisory services.
Bernstein Institutional Services LLC

245 PARK AVE

NEW YORK, NY 10167

Not reported

Assets Under Management

Not reported

Total Clients

152

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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Jonathan Pastel’s Registration & Firm History

NY

03/29/2024 - Present

Bernstein Institutional Services LLC (NEW YORK NY)

NY

09/29/2015 - 03/29/2024

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

NY

11/16/2006 - 09/10/2012

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

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Licenses & Designations

BC

Issued 10/05/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX PEARL, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jonathan Harris Pastel.
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