Jeffrey A Lewis
Investment adviser representative at Alliancebernstein L.P.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$763.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Alliancebernstein L.P.Sep 2024 to now
- Sanford C. Bernstein & Co., LLCSep 2024 to now
- Fisher InvestmentsJan 2021 to now
- TD Ameritrade, Inc.Jun 2018 to Jan 2021
- Purshe Kaplan Sterling InvestmentsOct 2015 to Jun 2018
- Mcadam, LLCAug 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Alliancebernstein L.P.
$763.4BAssets managed
30,285Clients
516Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6562638
- Firm CRD
- 108477