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CFA

Jacob Mccabe

Virtus Investment Advisers, LLC
12 Years of Experience
Marietta, GA
Broker
View SEC Summary
View SEC Summary

Jacob Mccabe is a CFA-designated registered investment advisor at Virtus Investment Advisers, LLC, based in Marietta, GA, with 12 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 106 clients with $52B in assets under management.

Virtus Investment Advisers, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
73 advisors
IM Fee
Planning only
Assets Under Management
$51.7B

Location

Marietta, GA

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Virtus Investment Advisers, LLC
November 2018 - Present · 7 yrs 11 mos
Vp Distributors, LLC
June 2017 - Present · 9 yrs 4 mos
Vp Distributors, LLCBroker
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Virtus Fund Advisers, LLC
July 2015 - November 2018 · 3 yrs 4 mos
Ridgeworth Distributors LLCBroker
May 2015 - June 2017 · 2 yrs 1 mo
Edward Jones
March 2014 - May 2015 · 1 yr 2 mos
Edward JonesBroker
February 2014 - May 2015 · 1 yr 3 mos
State Registrations6 states
ALARCTGALAMS
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.
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