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Jack Spooner

3 Years of Experience
Nashville, TN
BrokerSells Insurance

Jack Spooner is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Nashville, TN, with 3 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $1.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
439 advisors
IM Fee
Planning only
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

501 Commerce St, Nashville, TN, 37203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jack is a registered representative selling fixed insurance products. This activity takes up a full-time commitment.

Employment History
Current Registrations
Alliancebernstein L.P.
October 2025 - Present · 9 mos
Sanford C. Bernstein & CO., LLC
October 2025 - Present · 9 mos
Sanford C. Bernstein & CO., LLCBroker
October 2025 - Present · 9 mos
Previous Registrations
Voya Financial Advisors, INC.
July 2024 - September 2025 · 1 yr 2 mos
Voya Financial Advisors, INC.Broker
July 2024 - September 2025 · 1 yr 2 mos
Fidelity Personal and Workplace Advisors
January 2024 - July 2024 · 6 mos
Fidelity Brokerage Services LLCBroker
January 2023 - July 2024 · 1 yr 6 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.
Jack Spooner - Financial Advisor | TrueAdvisor