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Jeffrey Scott Kelly

Investment adviser representative at Lord, Abbett & Co. LLC
13 yearsExperience
2 statesRegistered in
$270.4BFirm assets
55 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Lord, Abbett & Co. LLCMay 2025 to now
  2. Lord Abbett Distributor LLCMar 2024 to now
  3. AlliancebernsteinSep 2013 to Feb 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (NJ, PA).

Lord, Abbett & Co. LLC

$270.4BAssets managed
25,775Clients
210Advisers
55 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4189827
Firm CRD
110391
Advisor's SEC record (opens in a new tab)
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