JB
JB

James Bush

17 Years of Experience
Hartford, CT
Broker

James Bush is a registered investment advisor at Virtus Investment Advisers, LLC, based in Hartford, CT, with 17 years of industry experience. James 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

One Financial Plaza, 26th Floor, Hartford, CT, 06103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James owns rental property at two locations and acts as a landlord. He spends minimal time on the first property and a few hours per week on the second.

Employment History
Current Registrations
Virtus Investment Advisers, LLC
October 2011 - Present · 14 yrs 7 mos
Vp Distributors LLC
January 2011 - Present · 15 yrs 4 mos
Vp Distributors LLCBroker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
July 2009 - December 2010 · 1 yr 5 mos
Morgan Stanley Smith BarneyBroker
July 2009 - December 2010 · 1 yr 5 mos
Waddell & Reed, INC.
September 2008 - June 2009 · 9 mos
Waddell & Reed, INC.Broker
July 2008 - June 2009 · 11 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.