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William Michael Welshimer

Lord, Abbett & Co. LLC

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About William Michael Welshimer

William Michael Welshimer is a financial advisor with Lord, Abbett & Co. LLC, located in Jersey City, NJ. William Michael Welshimer has been in the industry since 1993 and specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. William Michael Welshimer is registered in Illinois and Iowa. William Michael Welshimer was previously registered with Lord Abbett Distributor LLC, SunAmerica Securities, Inc., and Edward D. Jones & Co., L.P.

Firm Information

William Welshimer 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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William Welshimer’s Registration & Firm History

NJ

11/06/2001 - Present

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

NJ

03/12/1997 - 02/12/2021

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

AZ

09/22/1994 - 03/25/1997

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MO

06/11/1993 - 09/09/1994

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 08/14/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/07/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Michael Welshimer.
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