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Jessica Wilbur Alvarez

Virtus Investment Advisers, Inc.

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About Jessica Wilbur Alvarez

Jessica Wilbur Alvarez is a registered representative with Virtus Investment Advisers, Inc. Jessica has been in the financial services industry since October 2000. Jessica is licensed to sell securities in the state of Connecticut. She has passed the Uniform Combined State Law Examination, General Securities Representative Examination and the Securities Industry Essentials Examination. Jessica has been employed by Virtus Investment Partners and VP Distributors Inc. Previously, Jessica was employed by Advest, Inc., ING Financial Advisers, LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company. Jessica currently holds registrations as a Registered Representative with Virtus Investment Advisers, Inc. in Connecticut.

Firm Information

Jessica Alvarez 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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Jessica Alvarez’s Registration & Firm History

CT

04/03/2012 - Present

Virtus Investment Advisers, Inc. (HARTFORD CT)

CT

08/19/2004 - 02/08/2006

ADVEST, INC. (HARTFORD CT)

CT

11/05/2002 - 08/07/2004

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

MN

10/04/2000 - 12/08/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/04/2000 - 12/08/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/16/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessica Wilbur Alvarez.
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