James Uzzalino, financial advisor Jersey City NJ
88 score

James Uzzalino

CRD Number: 6138912
Current Firm: Lord, Abbett & Company LLC

James Uzzalino (CRD# 6138912) is an Investment Advisor Representative working at Lord, Abbett & Company LLC in Jersey City, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lord, Abbett & Company LLC Jersey City, NJ Sep 2015 - Current 1
Ubs Financial Services Inc. Weehawken, NJ May 2014 - Sep 2015 1
Ubs Financial Services Inc. Louisville, KY Jul 2013 - May 2014 < 1
University Club Louisville Louisville, KY Mar 2012 - May 2014 2
University Of Louisville Louisville, KY Aug 2010 - May 2014 3
Cricket Communications Louisville, KY May 2013 - Sep 2013 < 1
Ubs Financial Services Inc. Louisville, KY Dec 2012 - May 2013 < 1
J. Alexanders Louisville, KY Jul 2012 - Aug 2012 < 1
Benefits Firm Louisville, KY Jun 2012 - Aug 2012 < 1
Gaul Brothers Construction Paterson, NJ May 2011 - Aug 2011 < 1
Santa Rosalia Pasta Company Riveredge, NJ May 2011 - Aug 2011 < 1
Our Lady Of Mount Carmel Church Ridgewood, NJ Aug 2007 - Jun 2010 2
Ridgewood High School Ridgewood, NJ Sep 2006 - Jun 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for James P. Uzzalino
Phone Number: 201-827-2000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    137,577
    MILLIONS
  • Total Number of Accounts
    14,624
    ACCOUNTS
  • Average Account Value
    $9,407,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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