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James Jonathan Eveleigh

Investment adviser representative at Alliancebernstein L.P.
10 yearsExperience
3 statesRegistered in
$763.4BFirm assets
27 yearsFirm in business

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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.

  1. Alliancebernstein L.P.Dec 2025 to now
  2. Sanford C. Bernstein & Co., LLCMar 2022 to now
  3. UnemployedOct 2021 to Feb 2022
  4. Moore Kingston Smith LLPAug 2018 to Sep 2021
  5. Cartwrights Business AdvisorsFeb 2016 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 3 states (DC, TX, VA).

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
7603565
Firm CRD
108477
Advisor's SEC record (opens in a new tab)
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