JJ
JJ
Jeffrey Jackson
33 Years of Experience
Hartford, CT
1 DisclosureBroker
Jeffrey Jackson is a registered investment advisor at Virtus Investment Advisers, LLC, based in Hartford, CT, with 33 years of industry experience. Jeffrey 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
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2001Settled
Employment History
Current Registrations
Virtus Investment Advisers, LLC
October 2011 - Present · 14 yrs 7 mos
Vp Distributors LLC
April 2010 - Present · 16 yrs 1 mo
Vp Distributors LLCBroker
April 2010 - Present · 16 yrs 1 mo
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
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.