Unclaimed
Jesse Lance Walker is an investment advisor representative with Lord, Abbett & Co. LLC. Jesse has been in the industry since March 23, 2008. Jesse is registered with the state of New Jersey and the state of New York and is also registered with the state of Arizona, Nevada and New Mexico as an investment advisor representative. Jesse has a Series 7, Series 63, Series 65 and SIE license. Jesse has experience with a variety of client types, including high-net-worth individuals, corporations, and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Impersonal investment advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
12/14/2011 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
IA
Issued 06/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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