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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

JONATHAN JAY BERUSCH

Advisor at ALLIANCEBERNSTEIN L.P.

Boca Raton, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 19, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALLIANCEBERNSTEIN L.P.
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jan 14, 2003
First registration: May 19, 2014
Dual registered: yes, broker-dealer
Other names: JON JAY BERUSCH
IAPD individual key: 4582394

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALLIANCEBERNSTEIN L.P.	Other adviser	Jun 13, 2023	n/a	yes	Boca Raton, FL	Current employment
ALLIANZ GLOBAL INVESTORS U.S. LLC	Former SEC adviser	Jun 26, 2015	May 22, 2023	no	Chicago, IL\|CHICAGO, IL\|NEW YORK, NY	Previous registration
SANFORD C. BERNSTEIN & CO., LLC	Other adviser	May 22, 2014	Nov 6, 2014	no	MIAMI, FL	Previous registration
ALLIANCEBERNSTEIN L.P.	Other adviser	May 19, 2014	Jun 3, 2015	no	MIAMI, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALLIANZ GLOBAL INVESTORS U.S. LLC	ALLIANCEBERNSTEIN L.P.	May 22, 2023	Jun 13, 2023	22	Firm change	Other
ALLIANCEBERNSTEIN L.P.	SANFORD C. BERNSTEIN & CO., LLC	Jun 3, 2015	May 22, 2014	-377	Firm change after gap	Other
SANFORD C. BERNSTEIN & CO., LLC	ALLIANZ GLOBAL INVESTORS U.S. LLC	Nov 6, 2014	Jun 26, 2015	232	Firm change	Other

Relationships

Registered with (3)

→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
May 19, 2014 to Jun 3, 2015factForm ADV
→ ALLIANZ GLOBAL INVESTORS U.S. LLCRegistered adviserregistration: previous registration
Jun 26, 2015 to May 22, 2023factForm ADV
→ SANFORD C. BERNSTEIN & CO., LLCRegistered adviserregistration: previous registration
May 22, 2014 to Nov 6, 2014factForm ADV

Dated events

Occurred
May 22, 2023
Advisor changed firm
Jonathan Jay Berusch left Allianz Global Investors U.S. Llc for Alliancebernstein L.P. (registered 2023-06-13)
Form ADVobserved 4 days ago