Merrill
45yrs
Top advisor by experience in Jersey City
1yr
Matthew Morgan
Financial advisor at Lord, Abbett & Co.
Matthew Morgan is a fiduciary financial advisor in Jersey City, New Jersey, with 1 year in the industry. Matthew joined Lord, Abbett & Co. in 2025, a firm offering investment management and private fund management. The firm is paid through a percentage of assets and performance-based fees.
One of 468 advisors with offices in Jersey City, and one of 448 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office30 Hudson Street, Jersey City, NJ 07302
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.01 million
Advisors at the firm210
States licensed ?1 state
Services through Lord, Abbett & Co.
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2025 – nowLord, Abbett & Co. LLCCurrent firm
Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Matthew
How do I contact Matthew?
Call Lord, Abbett & Co. at (201) 827-2000 and ask for Matthew Morgan. Matthew works from the Jersey City, NJ office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Lord, Abbett & Co. reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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