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Jonathan Jay Berusch

Alliancebernstein L.P.

Boca Raton, FL

CRD 4582394

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Employer firm

Alliancebernstein L.p. CRD 108477

$763B regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Alliancebernstein L.P.

501 Commerce Street, Nashville, TN 37203 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-13
  • FL RA
    APPROVED
    Since 2023-06-13

Branch Locations

Boca Raton, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allianz Global Investors U.S. Llc New York NY 06/2015 11/2022
Allianz Global Investors Distributors Llc New York NY 06/2015 11/2022
Sanford C. Bernstein & Co., Llc Boca Raton FL 01/2023 Present
  • 06/2015 → 11/2022
    Allianz Global Investors U.S. Llc
    New York, NY
  • 06/2015 → 11/2022
    Allianz Global Investors Distributors Llc
    New York, NY
  • 01/2023 → Present
    Sanford C. Bernstein & Co., Llc
    Boca Raton, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-26
S63 Uniform Securities Agent State Law Examination 2003-01-14
  • S66 Uniform Combined State Law Examination
    2014-04-26
  • S63 Uniform Securities Agent State Law Examination
    2003-01-14
Other Names
  • Jon Jay Berusch

View on SEC IAPD

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