James Kent Royse
Investment adviser representative at Lord, Abbett & Co. LLC
10 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
10 years in the industry.
- Lord, Abbett & Co. LLCSep 2026 to now
- Lord Abbett Distributor LLCJul 2026 to now
- Capital Funding Group Merchant SolutionsJun 2025 to Aug 2025
- UBS - the Burish GroupJan 2025 to Apr 2025
- Uw Recreation and WellbeingSep 2023 to Apr 2026
- University of Wisconsin - MadisonSep 2022 to May 2026
- Morris County Golf ClubJun 2018 to Jun 2026
- N/aJan 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8028411
- Firm CRD
- 110391