JY
JY

James Young

11 Years of Experience
Nashville, TN
1 DisclosureBroker

James Young is a registered investment advisor at Alliancebernstein L.P., based in Nashville, TN, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 26,445 clients with $710B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
507 advisors
Number of Clients
26,445 clients
Average Client Portfolio
$26.8M average
Assets Under Management
$709.2B

Fee Structure

Minimum Investment:$1M

AB is compensated based on a percentage of your portfolio. This fee is generally charged quarterly. The specific percentage may be negotiable depending on factors such as the type of client, complexity of the situation, and the size of the overall relationship. If your assets are invested in a registered investment company managed by AB, those assets are subject to the investment company's management fee. If you are a client of Bernstein Private Wealth Services, your fee is all-inclusive and deducted quarterly from your account at Bernstein LLC.

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Location

501 Commerce St, Nashville, TN, 37203

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History

Regulatory History (1)
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Criminal
July 2014
Final Disposition
Employment History
Current Registrations
Alliancebernstein L.P.
May 2019 - Present · 7 yrs
Alliancebernstein Investments, INC.
May 2019 - Present · 7 yrs
Alliancebernstein Investments, INC.Broker
May 2019 - Present · 7 yrs
Previous Registrations
Invesco Advisers, INC.
September 2015 - April 2019 · 3 yrs 7 mos
Invesco Distributors, INC.Broker
November 2014 - April 2019 · 4 yrs 5 mos
State Registrations1 state
TN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.