Jesse WalkerCRD Number: 5472329
Current Firm: Lord, Abbett & Company LLC
Jesse Walker (CRD# 5472329) is an Investment Advisor Representative working at Lord, Abbett & Company LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Lord Abbett||Jersey City, NJ||Jan 2008 - Current||10|
|Hamilton College||Clinton, NY||Sep 2003 - Dec 2007||4|
|Ge Money Bank||Paris,||Jun 2007 - Sep 2007||< 1|
|Utica National Insurance||Utica, NY||Dec 2006 - Apr 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S65||NASAA Investment Advisors Law Examination||Jun 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