JL
CFA
JL
CFA
Jonathan London
14 Years of Experience
Glastonbury, CT
Broker
Jonathan London is a CFA-designated registered investment advisor at Virtus Investment Advisers, LLC, based in Glastonbury, CT, with 14 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 105 clients with $54B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
80 advisors
IM Fee
Planning only
Assets Under Management
$54.0B
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Location
Glastonbury, CT
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Virtus Investment Advisers, LLC
August 2022 - Present · 3 yrs 11 mos
Vp Distributors LLCBroker
August 2022 - Present · 3 yrs 11 mos
Vp Distributors LLC
August 2022 - Present · 3 yrs 11 mos
Previous Registrations
Dws Distributors, INC.Broker
January 2020 - July 2022 · 2 yrs 6 mos
Cirrus Research, LLCBroker
August 2018 - August 2019 · 1 yr
Wilde Capital Management, LLC
April 2017 - December 2019 · 2 yrs 8 mos
UBS Financial Services INC.
July 2011 - June 2016 · 4 yrs 11 mos
UBS Financial Services INC.Broker
March 2011 - June 2016 · 5 yrs 3 mos
State Registrations2 states
CTNJ
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.