Matthew Morgan
Investment Adviser Representative at LORD, Abbett & Co. LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Morgan is an investment adviser representative with LORD, Abbett & Co. LLC in Jersey City, NJ, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey.
Office
Advisors at this office: 144
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey
- Broker:
3 states and territories
Colorado, New Jersey, New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lord Abbett Distributor LLCJul 2025 – no end date reportedJersey City, NJ
- Lord AbbettJun 2024 – Aug 2024Jersey City, NJ
- Lakeside PartnersMay 2023 – Aug 2023Mercer Island, WA
- Hamilton CollegeAug 2024 – Jul 2025Clinton, NY
- Eastside Catholic SchoolJun 2015 – Aug 2020Sammamish, WA
- Avon Old FarmsAug 2020 – Jun 2021Avon, CT
- i9 SportsJun 2021 – Aug 2021Issaquah, WA
- Hamilton CollegeAug 2021 – Jun 2022Clinton, NY
- i9 SportsJun 2022 – Aug 2022Issaquah, WA
- Hamilton CollegeAug 2022 – May 2023Clinton, NY
- Hamilton CollegeAug 2023 – Jun 2024Clinton, NY
- Lord, Abbett & Co. LLCSep 2025 – no end date reportedJersey City, NJ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LORD, Abbett & Co. LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 201
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Jersey City, NJ
- SEC file number:
- 801-6997
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of December 22, 2025
View full firm profileOther advisors at LORD, Abbett & Co. LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Morgan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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