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Jeffrey Evans Jackson

Virtus Investment Advisers, Inc.

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About Jeffrey Evans Jackson

Jeffrey Evans Jackson is a registered investment advisor representative with Virtus Investment Advisers, Inc. based in Hartford, Connecticut. Jeffrey has been in the industry since July 10, 1992. Previously, Jeffrey was employed by Tower Square Securities, Inc., New England Funds, L.P., Smith Barney, Harris Upham & Co., Incorporated, First Capital Investment Corporation and Salomon Brothers.

Firm Information

Jeffrey Jackson 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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Jeffrey Jackson’s Registration & Firm History

CT

10/11/2011 - Present

Virtus Investment Advisers, Inc. (HARTFORD CT)

CA

06/10/1996 - 12/31/2005

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

MA

04/04/1994 - 04/30/1996

NEW ENGLAND FUNDS, L.P. (BOSTON MA)

NY

03/23/1987 - 11/27/1991

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)

NA

03/27/1984 - 11/07/1984

FIRST CAPITAL INVESTMENT CORPORATION

NA

07/01/1977 - 02/06/1978

SALOMON BROTHERS

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Licenses & Designations

BC

Issued 06/07/2010

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/31/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/26/1984

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Evans Jackson. Review regulatory record here.
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