Jacob Matthew Edelchik
Investment adviser representative at Virtus Investment Advisers, LLC
13 yearsExperience
1 stateRegistered in
$51.7BFirm assets
57 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Virtus Investment Advisers, LLCMar 2026 to now
- Virtus Investment Advisors, LLCJan 2026 to now
- Vp Distributors, LLCJan 2026 to now
- Foreside Fund Services, LLCOct 2024 to Oct 2025
- Wisdomtree Asset Management, Inc.Sep 2024 to Oct 2025
- Pgim Investments,LLCSep 2021 to Sep 2024
- Prudential Investment Management Services LLCSep 2021 to Sep 2024
- UnemployedJun 2021 to Aug 2021
- Merrill LynchJun 2019 to Aug 2019
- Lehigh UniversityAug 2017 to May 2021
- College Park Athletic ClubJun 2017 to Aug 2020
- Highland Park High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CT).
Virtus Investment Advisers, LLC
$51.7BAssets managed
106Clients
74Advisers
57 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7126665
- Firm CRD
- 106982