Adviser and broker representative · Alliancebernstein L.P.

Jacob R. Sheldon

CRD 6518413 · Denver, CO

At a glance

Jacob R. Sheldon is an investment adviser representative with Alliancebernstein L.P. in Denver, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jacob’s SEC record dates to 2022, about 4 years ago. Jacob is also registered as a broker representative. Designations on file: Chartered Financial Analyst.

Current advisory firm

Alliancebernstein L.P.Since July 2022Denver, CO · $763B in regulatory assets

SEC adviser record

Registered since: 2022 (4 years)
Designations: Chartered Financial Analyst
Exams: Series 63
Registered in: 2 states
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Jacob’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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