Kevin Oconnor is a registered investment advisor at Lord, Abbett & CO. LLC, based in Jersey City, NJ, with 4 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25,775 clients with $270B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lord Abbett's investment advisory fees are typically based on a percentage of the value of the account. Fees are set based on the investment strategy and the type and level of services provided. Fees for institutional client accounts are normally billed and payable in arrears based on month- or quarter-end assets. Fees for Managed Account Programs vary depending on the Sponsor or reasonable client request.
Location
30 Hudson Street, Jersey City, NJ, 07302-4804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
Previous Registrations
Pgim Investments LLC
Prudential Investment Management Services LLCBroker
Pruco Securities, LLC.Broker
State Registrations52 states
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