Jeremy Patrick Farrell

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 06/2019
  Investacorp, Inc.
  Miami, FL
• 06/2018 → 08/2018
  Ladenburg Thalmann
  New York, NY
• 08/2016 → 06/2018
  Student
  Cooper City, FL
• 06/2019 → Present
  Alliancebernstein Investments, Inc.
  Nashville, TN

Exams

• S66 Uniform Combined State Law Examination
  2019-11-25

Other Names

• Jeremy P Farrell