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Jason Matthew Schoettmer

Virtus Investment Advisers, Inc.

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About Jason Matthew Schoettmer

Jason Schoettmer is a registered representative of Virtus Investment Advisers, Inc. Jason has been in the financial services industry since 1995 and is currently registered with the state of Connecticut. Previously, Jason was also registered with Planco Financial Services, LLC, Nuveen Investments, LLC, Kemper Distributors, Inc. and PaineWebber Incorporated. Jason holds the Series 63, Series 65, Series 7, Series 52 and SIE licenses.

Firm Information

Jason Schoettmer 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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Jason Schoettmer’s Registration & Firm History

IL

04/03/2012 - Present

Virtus Investment Advisers, Inc. (CHICAGO IL)

CT

05/11/2004 - 06/20/2006

PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)

IL

04/14/2000 - 05/07/2004

NUVEEN INVESTMENTS, LLC (CHICAGO IL)

IL

06/08/1998 - 04/03/2000

KEMPER DISTRIBUTORS, INC. (CHICAGO IL)

NJ

10/07/1996 - 04/23/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

MI

05/19/1995 - 10/14/1996

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 04/17/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/1995

Series 7 - General Securities Representative Examination

BC

Issued 05/18/1995

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Matthew Schoettmer.
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