JE
JE
Jacob Edelchik
3 Years of Experience
Hartford, CT
Broker
Jacob Edelchik is a registered investment advisor at Virtus Investment Advisers, LLC, based in Hartford, CT, with 3 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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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
March 2026 - Present · 2 mos
Vp Distributors LLC
January 2026 - Present · 4 mos
Vp Distributors LLCBroker
January 2026 - Present · 4 mos
Previous Registrations
Foreside Fund Services, LLCBroker
October 2024 - October 2025 · 1 yr
Prudential Investment Management Services LLCBroker
January 2022 - September 2024 · 2 yrs 8 mos
State Registrations2 states
CTNY
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.