Jacob Philip Motz
Investment adviser representative at Alliancebernstein L.P.
12 yearsExperience
2 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
12 years in the industry.
- Alliancebernstein L.P.May 2024 to now
- Sanford C. Bernstein & Co., LLCMay 2024 to now
- Jake's TutoringJan 2018 to now
- Goldman SachsJul 2022 to May 2024
- Network Solutions Group, LLCMar 2020 to Dec 2020
- Columbia UniversityAug 2018 to May 2022
- Pope John Paul Ii High SchoolJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, TN).
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
- 7604968
- Firm CRD
- 108477