Best Investors Account Sign in

Jonathan Grant Milbourn

Lord, Abbett & Co. LLC

Leawood, KS

Jersey City, NJ

Claim This Profile
Current Employers
Lord, Abbett & Co. Llc

30 Hudson Street, Jersey City, NJ 07302-4804 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-03-19
  • NJ RA
    APPROVED
    Since 2024-03-19

Branch Locations

Leawood, KS • United States

30 Hudson Street, Jersey City, NJ 07302-4804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Century Investment Services, Inc. Kansas City MO 05/2017 01/2022
University Of Kansas Lawrence KS 08/2016 05/2017
The Cave At Oread Lawrence KS 09/2016 05/2017
Cion Securities Llc New York NY 02/2022 01/2024
Lord Abbett Distributor Llc Jersey City NJ 01/2024 Present
  • 05/2017 → 01/2022
    American Century Investment Services, Inc.
    Kansas City, MO
  • 08/2016 → 05/2017
    University Of Kansas
    Lawrence, KS
  • 09/2016 → 05/2017
    The Cave At Oread
    Lawrence, KS
  • 02/2022 → 01/2024
    Cion Securities Llc
    New York, NY
  • 01/2024 → Present
    Lord Abbett Distributor Llc
    Jersey City, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-18
S63 Uniform Securities Agent State Law Examination 2017-06-15
  • S65 Uniform Investment Adviser Law Examination
    2024-03-18
  • S63 Uniform Securities Agent State Law Examination
    2017-06-15
Other Names
  • J. Grant Milbourn
  • Jonathan Milbourn
  • Grant Milbourn
  • J. G. Milbourn

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST NATIONAL ADVISERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TFB ADVISORS, LLC
BEACON WEALTH ADVISORY
FREESTATE ADVISORS LLC
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

More in Leawood, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor