JM
CFA
JM
CFA

Jacob Mccabe

12 Years of Experience
Hartford, CT
Broker

Jacob Mccabe is a CFA-designated registered investment advisor at Virtus Investment Advisers, LLC, based in Hartford, CT, with 12 years of industry experience. Jacob 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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Virtus Investment Advisers, LLC
November 2018 - Present · 7 yrs 6 mos
Vp Distributors LLC
June 2017 - Present · 8 yrs 11 mos
Vp Distributors LLCBroker
June 2017 - Present · 8 yrs 11 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.
Jacob Mccabe - Financial Advisor | TrueAdvisor