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Juan Eduardo Esparza

Investment adviser representative at Lord, Abbett & Co. LLC
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. Lord, Abbett & Co. LLCMar 2023 to now
  2. Lord Abbett LLCJun 2021 to now
  3. Victory Capital Management IncDec 2020 to Jun 2021
  4. Victory Capital Services, Inc.Dec 2020 to Jun 2021
  5. Tata Consultancy ServicesSep 2020 to Dec 2020
  6. Transamerica Capital IncSep 2020 to Dec 2020
  7. UnemployedJul 2020 to Sep 2020
  8. Alliancebernstein Investments, Inc.Apr 2015 to Jul 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 66 · Uniform Combined State Law2013
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
5574357
Firm CRD
110391
Advisor's SEC record (opens in a new tab)
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