Igor Yukhvidin
Investment adviser representative at Vertex Partners
12 yearsExperience
1 stateRegistered in
$1BFirm assets
4 yearsFirm in business
Are you Igor Yukhvidin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Vertex PartnersOct 2025 to now
- Vertex Planning Partners LLCAug 2025 to now
- JP Morgan Chase BankAug 2018 to Aug 2025
- Ernst & Young (ey)Oct 2014 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Vertex Partners
Legal name: Vertex Planning Partners, LLC
$1BAssets managed
843Clients
13Advisers
4 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
- 8167780
- Firm CRD
- 316839