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Jacob Samuel McCabe

Virtus Investment Advisers, Inc.

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About Jacob Samuel McCabe

Jacob McCabe is a registered investment advisor representative. Jacob has been working in the industry since March 5, 2014 and has professional designations including Chartered Financial Analyst. Jacob is currently employed by Virtus Investment Advisers, Inc. and has been employed since November 19, 2018. Previous employers include Ridgeworth Distributors LLC and Edward Jones. Jacob has a Series 7, Series 66 and SIE license.

Firm Information

Jacob McCabe is currently registered with Virtus Investment Advisers, Inc.. Virtus Investment Advisers, Inc. is an investment advisor registered with the SEC. Located in HARTFORD, CT, the firm primarily serves investment companies, managing $53,982,609,839 in assets for 105 clients. Virtus Investment Advisers, Inc. also provides selection of other advisors and other advisory services.
Virtus Investment Advisers, Inc.

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$53.98B

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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an employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

An employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob McCabe’s Registration & Firm History

CT

11/19/2018 - Present

Virtus Investment Advisers, Inc. (HARTFORD CT)

GA

05/11/2015 - 06/01/2017

RIDGEWORTH DISTRIBUTORS LLC (ATLANTA GA)

GA

02/25/2014 - 05/01/2015

EDWARD JONES (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 03/14/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Samuel McCabe.
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