Jeremy KaufmannCRD Number: 5561891
Current Firm: Lord, Abbett & Company LLC
Jeremy Kaufmann (CRD# 5561891) is an Investment Advisor Representative working at Lord, Abbett & Company LLC in Saint Petersburg, FL and has over 8 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Lord Abbett||Jersey City, NJ||Jun 2008 - Current||9|
|University Of Southern Florida||Tampa, FL||Aug 2000 - Current||17|
|Tech Data Corp.||Clearwater, FL||Apr 2007 - May 2008||1|
|Ccs Medical||Clearwater, FL||Dec 1999 - Mar 2007||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management137,577MILLIONS
Total Number of Accounts14,624ACCOUNTS
Average Account Value$9,407,604
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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