Josi Lynn Mcconnell
Investment adviser representative at Alliancebernstein L.P.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Alliancebernstein L.P.Oct 2023 to now
- Alliance BernsteinJun 2023 to now
- Penn State UniversityJan 2023 to May 2023
- UnemployedAug 2022 to Dec 2022
- Pgim InvestmentsMay 2022 to Aug 2022
- UnemployedJan 2022 to May 2022
- Penn State UniversityAug 2021 to Dec 2021
- S&t BankMay 2021 to Aug 2021
- UnemployedAug 2020 to May 2021
- Sanso's Pizzeria & 6 PacksMay 2020 to Aug 2020
- UnemployedJan 2013 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7778426
- Firm CRD
- 108477