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Jonathan Grant Milbourn

Lord, Abbett & Co. LLC

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About Jonathan Grant Milbourn

Jonathan Grant Milbourn is a registered investment advisor representative with Lord, Abbett & Co. LLC. Jonathan Grant Milbourn has been in the industry since June 20, 2017. Jonathan Grant Milbourn is registered with the state of New Jersey as both a broker-dealer and an investment advisor. Jonathan Grant Milbourn has previously worked at CION Securities, LLC and American Century Investment Services, Inc.. Jonathan Grant Milbourn has passed the Series 6, 7, and 63 exams. Jonathan Grant Milbourn has also passed the SIE and Series 65 exams.

Firm Information

Jonathan Milbourn is currently registered with Lord, Abbett & Co. LLC. Lord, Abbett & Co. LLC is an investment advisor headquartered in JERSEY CITY, NJ. The firm has 302 registered representatives and 188 employees who perform investment advisory functions. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers impersonal investment advisory services. Lord, Abbett & Co. LLC manages $238,757,080,041 in regulatory assets under management. The firm's website addresses are HTTPS://WWW.LORDABBETT.COM, HTTPS://WWW.TWITTER.COM/LORDABBETT, HTTPS://WWW.YOUTUBE.COM/USER/LORDABBETTCO, HTTPS://WWW.GLASSDOOR.COM/OVERVIEW/WORKING-AT-LORD-ABBETT-AND-CO-EI_IE151331.11,29.HTM, HTTPS://WWW.INSTAGRAM.COM/LORDABBETT/, and HTTPS://WWW.LINKEDIN.COM/COMPANY/LORD-ABBETT-&-CO-LLC/.
Lord, Abbett & Co. LLC

30 HUDSON STREET

JERSEY CITY, NJ 07302-4804

$238.76B

Assets Under Management

Not reported

Total Clients

172

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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impersonal investment advisory services

Impersonal investment advisory services

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jonathan Milbourn’s Registration & Firm History

NJ

03/19/2024 - Present

Lord, Abbett & Co. LLC (JERSEY CITY NJ)

NY

02/08/2022 - 01/23/2024

CION SECURITIES, LLC (NEW YORK NY)

MO

06/08/2017 - 02/02/2022

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 03/18/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2018

Series 7 - General Securities Representative Examination

BC

Issued 06/08/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Grant Milbourn.
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