Jason Arends, financial advisor Chicago IL

Jason Arends

CRD Number: 4718166
Current Firm: Alliancebernstein LP

Jason Arends (CRD# 4718166) is an Investment Advisor Representative working at Alliancebernstein LP in Chicago, IL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Sanford C. Bernstein New York, NY Sep 2003 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2004
Contact Info for Jason D. Arends
Phone Number: 615-622-0000
Registered State(s):
  • CA
  • CO
  • FL
  • IL
  • MO
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    721,781
    MILLIONS
  • Total Number of Accounts
    49,955
    ACCOUNTS
  • Average Account Value
    $14,448,624
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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