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James Cameron Holmes

Investment adviser representative at Alliancebernstein L.P.
11 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

11 years in the industry.

  1. Alliancebernstein L.P.May 2026 to now
  2. Alliance BernsteinMay 2026 to now
  3. Truist Advisory Services, IncDec 2025 to May 2026
  4. Truist Investment Services, IncJul 2025 to May 2026
  5. Adams Wealth PartnersJan 2025 to May 2025
  6. Vanderbilt UniversityAug 2024 to May 2025
  7. Savant Wealth ManagementJun 2024 to Aug 2024
  8. United States House of RepresentativesJul 2023 to Aug 2023
  9. PowersouthMay 2023 to Jul 2023
  10. Retirement Systems of AlabamaJun 2022 to Aug 2022
  11. Montgomery Veterinary AssociatesMay 2021 to Aug 2021
  12. University of AlabamaAug 2020 to May 2024
  13. Montgomery AcademyJul 2015 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (NC, NY).

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
8029104
Firm CRD
108477
Advisor's SEC record (opens in a new tab)
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