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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Berusch is a financial advisor with Alliancebernstein LP, a firm with a focus on providing investment services. Jonathan's career in the financial industry began in 2003. During his professional journey, Jonathan has held positions at several firms, including Allianz Global Investors Distributors LLC and Sanford C. Bernstein & Co., LLC. Jonathan holds multiple licenses including Series 3, 6, 7, 31 and 66. Jonathan is registered with the state of Florida as an Investment Advisor Representative (IAR) and a Broker-Dealer Representative (BDR). Jonathan's expertise covers various areas including asset allocation, portfolio management for individuals and investment companies, and selection of other advisors.
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.
1
2
FL
06/13/2023 - Present
Alliancebernstein LP (Boca Raton FL)
NY
06/25/2015 - 11/01/2022
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
FL
04/16/2014 - 06/03/2015
SANFORD C. BERNSTEIN & CO., LLC (MIAMI FL)
GA
10/17/2012 - 02/28/2014
ARTISAN PARTNERS DISTRIBUTORS LLC (ATLANTA GA)
IL
03/17/2011 - 10/01/2012
GROSVENOR SECURITIES LLC (CHICAGO IL)
NY
02/03/2006 - 03/14/2011
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
ME
03/07/2005 - 07/29/2005
ABN AMRO DISTRIBUTION SERVICES (USA), INC. (PORTLAND ME)
NJ
01/16/2003 - 11/05/2004
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
BOTH
Issued 04/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2015
Series 3 - National Commodity Futures Examination
BC
Issued 03/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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