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JB

Julio A. Bermeo

LORD ABBETT DISTRIBUTOR
JERSEY CITY, NJ 07302-4804
CRD#: 6011257
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JB
Julio Alfonso BermeoLORD ABBETT DISTRIBUTOR

Professional summary

Julio Alfonso Bermeo, who also goes by Julio Alfonso Bermeo Jr., Julio Alfonso Bermeo, is a registered financial professional currently at LORD ABBETT DISTRIBUTOR LLC located in Jersey City, New Jersey.

Julio is registered as a RR (Registered Representative) and started their career in finance in 2016. Julio has worked at 4 firms and has passed the Series 63, Series 7TO, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Julio Alfonso Bermeo Jr. | Julio Alfonso Bermeo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Julio Alfonso Bermeo's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 16, 2026 - Present

LORD ABBETT DISTRIBUTOR LLC

Office #1: 30 Hudson Street, Jersey City, NJ 07302-4804
BD
CRD#: 530
JERSEY CITY, NJ
Past

February 18, 2022 - February 10, 2026

PIMCO INVESTMENTS LLC

BD
CRD#: 154957
NEW YORK, NY
Past

August 30, 2019 - March 30, 2021

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

January 14, 2016 - July 5, 2017

BLACKSTONE SECURITIES PARTNERS L.P.

BD
CRD#: 17917
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(4/16/2026)
RR
Alaska
(4/16/2026)
RR
Arizona
(4/16/2026)
RR
Arkansas
(4/16/2026)
RR
California
(4/16/2026)
RR
Colorado
(4/16/2026)
RR
Connecticut
(4/16/2026)
RR
Delaware
(4/16/2026)
RR
District of Columbia
(4/16/2026)
RR
Florida
(4/16/2026)
RR
Georgia
(4/16/2026)
RR
Hawaii
(4/16/2026)
RR
Idaho
(4/16/2026)
RR
Illinois
(4/16/2026)
RR
Indiana
(4/16/2026)
RR
Iowa
(4/16/2026)
RR
Kansas
(4/16/2026)
RR
Kentucky
(4/16/2026)
RR
Louisiana
(4/16/2026)
RR
Maine
(4/16/2026)
RR
Maryland
(4/16/2026)
RR
Massachusetts
(4/16/2026)
RR
Michigan
(4/16/2026)
RR
Minnesota
(4/16/2026)
RR
Mississippi
(4/16/2026)
RR
Missouri
(4/16/2026)
RR
Montana
(4/16/2026)
RR
Nebraska
(4/16/2026)
RR
Nevada
(4/16/2026)
RR
New Hampshire
(4/16/2026)
RR
New Jersey
(4/16/2026)
RR
New Mexico
(4/16/2026)
RR
New York
(4/16/2026)
RR
North Carolina
(4/16/2026)
RR
North Dakota
(4/16/2026)
RR
Ohio
(4/16/2026)
RR
Oklahoma
(4/16/2026)
RR
Oregon
(4/16/2026)
RR
Pennsylvania
(4/16/2026)
RR
Puerto Rico
(4/16/2026)
RR
Rhode Island
(4/16/2026)
RR
South Carolina
(4/16/2026)
RR
South Dakota
(4/16/2026)
RR
Tennessee
(4/16/2026)
RR
Texas
(4/16/2026)
RR
Utah
(4/16/2026)
RR
Vermont
(4/16/2026)
RR
Virginia
(4/16/2026)
RR
Washington
(4/16/2026)
RR
West Virginia
(4/16/2026)
RR
Wisconsin
(4/16/2026)
RR
Wyoming
(4/16/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 6/21/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/18/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/30/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/5/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/14/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

LORD ABBETT DISTRIBUTOR LLC
LORD ABBETT DISTRIBUTOR LLC
LORD ABBETT DISTRIBUTOR LLC | LORD, ABBETT & CO.

CRD#: 530 / SEC#: , 8-216

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Loading...

Contact information

Main Address
30 Hudson Street, Jersey City, NJ 07302-4804
Mailing Address
30 Hudson Street, Jersey City, NJ 07302-4804
Phone number
(888) 522-2388
Established
New York since 06/06/1996
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LORD, ABBETT & CO. LLCMEMBER
PAONE, FRANCIS VINCENT IIICHIEF EXECUTIVE OFFICER3135499
PEREIRA, ANTONIO NCHIEF FINANCIAL OFFICER5662445
SHETH, KUNJANCHIEF COMPLIANCE OFFICER4884218
STUZIN, RANDOLPH ARTHURCHIEF LEGAL OFFICER4645056

Disclosures

Regulatory Event3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LORD ABBETT DISTRIBUTOR LLC

LORD ABBETT DISTRIBUTOR LLC

CRD#: 530Jersey City, NJ 07302-4804

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