Katherine Jacobson
Investment adviser representative at Alliancebernstein L.P.
10 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$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
10 years in the industry.
- Alliancebernstein L.P.Jan 2026 to now
- Bernstein Private Wealth ManagementJan 2026 to now
- Pinnacle Wealth PartnersNov 2024 to Jun 2025
- Principal Life Insurance CompanyAug 2024 to Jan 2026
- Principal Securities, Inc.Aug 2024 to Jan 2026
- Guardian Life Insurance CompanyOct 2023 to Aug 2024
- Park Avenue SecuritiesOct 2023 to Aug 2024
- Northwestern Mutual Wealth Management CompanyMar 2017 to Oct 2023
- Northwestern Mutual Investment Services LLCApr 2016 to Oct 2023
- Northwestern Mutual Life Insurance CompanyApr 2016 to Oct 2023
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6627803
- Firm CRD
- 108477