Jeffrey
Jackson

Virtus Investment Advisers, Inc

CRD#839410
Investment Advisor
in Hartford, CT

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About this Advisor

Jeffrey Jackson is a financial advisor based out of Hartford, Connecticut who has 12 years of industry experience. Jackson is currently employed by Virtus Investment Advisers, Inc. Throughout their career, they have worked at Virtus Investment Partners and Vp Distributors Inc. Jackson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut. Virtus Investment Advisers, Inc is an advisory business headquartered in Hartford, CT. The investment advisory business has offices in two locations and a total of seven financial advisors. It manages $46 billion in assets across its 82 client accounts, making it one of the largest firms in the United States by assets under management. Virtus Investment Advisers, Inc offers a wide range of services, such as portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial management fee schedules largely are based on which service is provided. However, fee types billed by Virtus Investment Advisers, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

One Financial Plaza 26Th Floor
Hartford, CT 06103

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Virtus Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$46,245,613,255

CT Average: $5,297,377,271
Total Number of Employees

7

CT Average: 35
Total Number of Accounts

82

CT Average: 690
Average Account Size

$563,970,893

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Jeffrey Jackson Work History

Jeffrey has been registered as a financial advisor for 12 years.*

2010 - Present (14 years)

Virtus Investment Partners

2010 - Present (14 years)

Vp Distributors Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Jackson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Virtus Investment Advisers, Inc

Aaron Platteis
Hartford, CT
Vincent Taylor
Hartford, CT
Kyle Wells
Hartford, CT
John Cook
Atlanta, GA
Daniel Cline
Hartford, CT
Mallory Carr
Colleyville, TX
John Fucigna
Hartford, CT
Jacob Hill
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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