AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JM

Jerry W. Mandzij

VP DISTRIBUTORS LLC
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 2488911
JM

Professional summary


Jerry William Mandzij is a registered financial professional currently at VP DISTRIBUTORS LLC located in Los Angeles, California.

Jerry is registered as a RR (Registered Representative) and started their career in finance in 1994. Jerry has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Jerry William Mandzij's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 18, 2019 - Present

VP DISTRIBUTORS LLC

Office #1: 2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067
BD
CRD#: 3036
Los Angeles, CA
Past

January 18, 2018 - March 26, 2019

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
New York, NY
Past

January 14, 2011 - January 31, 2017

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
PRINCETON, NJ
Past

September 5, 2002 - August 10, 2010

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY
Past

September 20, 1999 - December 3, 1999

PROVIDENT DISTRIBUTORS, INC.

BD
CRD#: 35174
KING OF PRUSSIA, PA
Past

June 2, 1997 - July 13, 1999

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

February 22, 1995 - March 19, 1997

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL
Past

May 31, 1994 - August 24, 1994

INVESTORS BROKERAGE SERVICES, INC.

BD
CRD#: 4257
ELGIN, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New Jersey
(4/18/2019)
RR
New York
(4/18/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 10/26/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/26/2018
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


VD
VP DISTRIBUTORS LLC
PHOENIX EQUITY PLANNING CORPORATION | VP DISTRIBUTORS LLC | VP DISTRIBUTORS INC

CRD#: 3036 / SEC#: , 8-14100

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
One Financial Plaza, Hartford, CT 06103
Mailing Address
One Financial Plaza, Hartford, CT 06103
Phone number
(860) 503-1348
Established
Delaware since 09/30/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
VIRTUS PARTNERS, INCSOLE MEMBER
BACHRACH, IANSENIOR MANAGING DIRECTOR, MARKETING2797509
BICKS, MICHAEL WAYNEMANAGING DIRECTOR, DISTRIBUTION INTELLIGENCE5450963
DANOS, CHRISTOPHER ROBERTMANAGING DIRECTOR, NATIONAL ACCOUNTS2716625
FRANCO, THOMAS RICHARDSENIOR MANAGING DIRECTOR, RETAIL SALES2651546
GRISWOLD, HEIDI CHRISTINEVICE PRESIDENT, FUND SERVICES2304631
HANLEY, DAVID GEORGE JRSENIOR VICE PRESIDENT AND TREASURER5455435
KATZ, DAVID JAYSENIOR MANAGING DIRECTOR, INSTITUTIONAL2813039
MACCONE, JOSEPH EDMUNDSENIOR MANAGING DIRECTOR, STRATEGIC DISTRIBUTION4273677
MANDINACH, BARRY MITCHELLEXECUTIVE VICE PRESIDENT1234185
MAROSITS, TIFFANY PAIGEVICE PRESIDENT, SENIOR REGULATORY COUNSEL AND ASSISTANT SECRETARY6507868
PERLMAN, DIANA MARIECHIEF COMPLIANCE OFFICER2555302
PURKALITIS, ANDRA CYNTHIAEXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY3070864

Disclosures


Regulatory Event1
Bond3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VP DISTRIBUTORS LLC

CRD#: 3036Los Angeles, CA 90067

TRUST BUT VERIFY

Monitor Jerry Mandzij

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Danielle Purcell Barrios
Danielle BarriosAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Beverly Hills, CA
Jon Derek Neuhaus
Jon NeuhausAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
El Segundo, CA
John Tanner Powell
John PowellAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Los Angeles, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics