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Jason Schoettmer
30 Years of Experience
Chicago, IL
Broker
Jason Schoettmer is a registered investment advisor at Virtus Investment Advisers, LLC, based in Chicago, IL, with 30 years of industry experience. Jason 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
Chicago, IL
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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
April 2012 - Present · 14 yrs 1 mo
Vp Distributors LLC
July 2006 - Present · 19 yrs 10 mos
Vp Distributors LLCBroker
July 2006 - Present · 19 yrs 10 mos
Previous Registrations
Planco Financial Services, LLCBroker
May 2004 - June 2006 · 2 yrs 1 mo
Nuveen Asset Management, INC.
July 2001 - May 2004 · 2 yrs 10 mos
Rittenhouse Asset Management, INC.
July 2001 - December 2003 · 2 yrs 5 mos
Nuveen Investments, LLCBroker
April 2000 - May 2004 · 4 yrs 1 mo
Kemper Distributors, INC.Broker
June 1998 - April 2000 · 1 yr 10 mos
Painewebber IncorporatedBroker
October 1996 - April 1998 · 1 yr 6 mos
Olde Discount CorporationBroker
May 1995 - October 1996 · 1 yr 5 mos
State Registrations3 states
CTILOH
AdvisorBroker
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.