AdvisorOS Directory
Claim Profile
JB

James William Bernaiche

LORD, ABBETT & CO. LLC·JERSEY CITY, New Jersey
Unclaimed Profile
90 HUDSON STREET, JERSEY CITY, NJ 07302-3973CRD# 1199722Firm CRD# 110391
01

About

James William Bernaiche is a registered financial advisor based in JERSEY CITY, New Jersey, affiliated with LORD, ABBETT & CO. LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
LORD, ABBETT & CO. LLC
LORD, ABBETT & CO. LLC
AUM
$238.8B
Regulatory assets under management
Employees
789
Total firm employees
View all advisors at LORD, ABBETT & CO. LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1199722
Firm CRD# 110391
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JERSEY CITY?

Browse all registered financial advisors in JERSEY CITY, New Jersey or claim this profile if it's yours.

Browse JERSEY CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James William Bernaiche offer?
James William Bernaiche specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in JERSEY CITY, New Jersey for a consultation.
What are James William Bernaiche's credentials?
James William Bernaiche is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James William Bernaiche located?
James William Bernaiche is based in JERSEY CITY, New Jersey, working with LORD, ABBETT & CO. LLC. Their office serves clients in the JERSEY CITY metropolitan area and surrounding communities.
How does James William Bernaiche charge for services?
James William Bernaiche's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LORD, ABBETT & CO. LLC?
LORD, ABBETT & CO. LLC has approximately 789 employees and manages $238.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in JERSEY CITY
Blakely Chapman Page — GLOVISTA INVESTMENTS ASSET MANAGEMENT LLCAtif Mahmood — COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLCChristopher J Matta — CRESCENT CRYPTO MANAGER LLCAntony E Ghee — MANAGED ACCOUNT ADVISORS LLCChristopher Thomas Schaper — ALPHACAT CAPITAL INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)RED BANK (136)MORRISTOWN (119)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideRED BANK GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile