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Jeffrey Jackson

Virtus Investment Advisers, LLC
34 Years of Experience
Marina Del Rey, CA
1 DisclosureBroker
View SEC Summary
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Jeffrey Jackson is a registered investment advisor at Virtus Investment Advisers, LLC, based in Marina Del Rey, CA, with 34 years of industry experience. Jeffrey 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

Marina Del Rey, CA

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History

Regulatory History (1)
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Customer Dispute
July 2001
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Virtus Investment Advisers, LLC
October 2011 - Present · 15 yrs
Vp Distributors, LLCBroker
April 2010 - Present · 16 yrs 6 mos
Vp Distributors, LLC
April 2010 - Present · 16 yrs 6 mos
Previous Registrations
Aspen Financial Management, INC.
January 2010 - April 2010 · 3 mos
Tower Square Securities, INC.Broker
June 1996 - December 2005 · 9 yrs 6 mos
New England Funds, L.P.Broker
April 1994 - April 1996 · 2 yrs
Smith Barney, Harris Upham & CO., IncorporatedBroker
March 1987 - November 1991 · 4 yrs 8 mos
First Capital Investment CorporationBroker
March 1984 - November 1984 · 8 mos
Salomon BrothersBroker
July 1977 - February 1978 · 7 mos
State Registrations3 states
CACTHI
AdvisorBroker

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Exams
No exam information available for this advisor.
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