Jeremiah Orlando James

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

• 10/2023 → 01/2026
  Lido Advisors, Llc
  Los Angeles, CA
• 02/2023 → 09/2023
  Gds Wealth Management
  Flower Mound, TX
• 06/2022 → 02/2023
  Adaptation Financial
  Oklahoma City, OK
• 06/2020 → 06/2022
  Armstrong Bank
  Norman, OK
• 08/2018 → 05/2022
  University Of Oklahoma
  Norman, OK
• 05/2017 → 07/2018
  Ymca
  Oklahoma, OK
• 05/2015 → 04/2017
  Topgolf
  Oklahoma City, OK
• 02/2026 → Present
  Alliancebernstein
  Dallas, TX

Previous Registrations

• 2023-10-25 → 2026-02-13
  Lido
  Dallas, TX
  Los Angeles, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-20
• S65 Uniform Investment Adviser Law Examination
  2023-04-18

Designations

• Certified Financial Planner

Other Names

• Jeremiah James