JH
Jacob G. Hill
VIRTUS INVESTMENT ADVISERS
ATLANTA, GA 30305
Some features on this profile are disabled
CRD#: 6172829
JH
Professional summary
Jacob Glen Hill, who also goes by Jacob Hill, is a registered financial advisor currently at VIRTUS INVESTMENT ADVISERS, LLC located in Atlanta, Georgia and VP DISTRIBUTORS LLC located in Atlanta, Georgia.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jacob has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jacob Hill
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.
1. QUEENSBURY OBA; NOT INVESTMENT RELATED; 3255 KINGSHOUSE COMMONS, ALPHARETTA GA 30022; NATURE OF BUSINESS: IT IS THE HOMEOWNERS ASSOCIATION IN MY NEIGHBORHOOD; POSITION: PRESIDENT; START DATE: 11/8/22; 1 HR/MONTHLY DEVOTED TO OTHER BUSINESS; 0 HRS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; DUTIES: ORGANIZE THE PERIODIC HOA MEETING, ACT AS LIASON TO PROPERTY MANAGEMENT COMPANY. 2. WONDERDADS; NOT INVESTMENT RELATED; 369-B THIRD STREET, #334, SAN RAFAEL CA 94901; NATURE OF OTHER BUSINESS: WONDERDADS IS A PUBLICATION AND WEBSITE THAT HELPS DADS NAVIGATE PARENTING AND IMPROVE THEIR CONNECTIONS WITH THEIR KIDS; POSITION: ADVISORY BOARD MEMBER; START DATE: 11/22/23; 1 HR/QUARTERLY DEVOTED TO OTHER BUSINESS; 0 HRS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; DUTIES: PROVIDE FEEDBACK, THOUGHTS, REVIEW INITIATIVES, AND BUSINESS PLANS.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Glen Hill'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®
NoneExperience
Current
November 19, 2018 - Present
VIRTUS INVESTMENT ADVISERS, LLC
Office #1: 3333 Piedmont Road Ne Suite 1500, Atlanta, GA 30305RIA
CRD#: 106982
ATLANTA, GA
Current
June 1, 2017 - Present
VP DISTRIBUTORS LLC
Office #1: 3333 Piedmont Road Ne Suite 1500, Atlanta, GA 30305BD
CRD#: 3036
Atlanta, GA
Past
August 14, 2015 - November 19, 2018
VIRTUS CAPITAL ADVISERS, LLC
RIA
CRD#: 107346
ATLANTA, GA
Past
August 3, 2015 - June 1, 2017
FORESIDE ASSOCIATES, LLC
BD
CRD#: 13494
ATLANTA, GA
Past
November 12, 2014 - July 30, 2015
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
ATLANTA, GA
Past
November 11, 2014 - July 30, 2015
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
ATLANTA, GA
Past
July 15, 2013 - November 11, 2014
EDWARD JONES
RIA
CRD#: 250
SANDY SPRINGS, GA
Past
April 25, 2013 - November 11, 2014
EDWARD JONES
BD
CRD#: 250
SANDY SPRINGS, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VI
VIRTUS INVESTMENT ADVISERS, LLC
PHOENIX INVESTMENT COUNSEL, INC | VIRTUS INVESTMENT ADVISERS, LLC | VIRTUS INVESTMENT ADVISERS, INC.
CRD#: 106982 / SEC#: 801-5995
RIA
Registered Investment Advisory firm - (9/17/1969 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alabama(2/27/2020)
RR
Alaska(8/11/2021)
RR
Arizona(2/27/2020)
RR
Arkansas(8/11/2021)
RR
California(6/1/2017)
RR
Colorado(8/11/2021)
IAR
Connecticut(11/19/2018)
RR
Connecticut(8/11/2021)
RR
Delaware(8/11/2021)
RR
District of Columbia(8/11/2021)
RR
Florida(8/11/2021)
RR
Georgia(6/1/2017)
RR
Hawaii(2/27/2020)
RR
Idaho(8/11/2021)
RR
Illinois(2/27/2020)
RR
Indiana(2/27/2020)
RR
Iowa(2/27/2020)
RR
Kansas(8/11/2021)
RR
Kentucky(2/27/2020)
RR
Louisiana(8/11/2021)
RR
Maine(8/11/2021)
RR
Maryland(8/11/2021)
RR
Massachusetts(8/11/2021)
RR
Michigan(8/11/2021)
RR
Minnesota(8/11/2021)
RR
Mississippi(2/27/2020)
RR
Missouri(2/27/2020)
RR
Montana(8/11/2021)
RR
Nebraska(8/11/2021)
RR
Nevada(6/1/2017)
RR
New Hampshire(8/11/2021)
RR
New Jersey(8/11/2021)
RR
New Mexico(8/11/2021)
RR
New York(8/11/2021)
RR
North Carolina(8/11/2021)
RR
North Dakota(8/11/2021)
RR
Ohio(8/11/2021)
RR
Oklahoma(8/11/2021)
RR
Oregon(8/11/2021)
RR
Pennsylvania(8/11/2021)
RR
Puerto Rico(8/11/2021)
RR
Rhode Island(8/11/2021)
RR
South Carolina(8/11/2021)
RR
South Dakota(8/11/2021)
RR
Tennessee(2/27/2020)
RR
Texas(8/11/2021)
RR
Utah(8/11/2021)
RR
Vermont(8/11/2021)
RR
Virginia(8/11/2021)
RR
Washington(8/11/2021)
RR
West Virginia(8/11/2021)
RR
Wisconsin(8/11/2021)
RR
Wyoming(8/11/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VI
VIRTUS INVESTMENT ADVISERS, LLC
PHOENIX INVESTMENT COUNSEL, INC | VIRTUS INVESTMENT ADVISERS, LLC | VIRTUS INVESTMENT ADVISERS, INC.
CRD#: 106982 / SEC#: 801-5995
RIA
Registered Investment Advisory firm - (9/17/1969 Approved)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 26th Floor, Hartford, CT 06103
Mailing Address
Phone number
(800) 248-7971
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 105 |
| AUM (Assets Under Management) | $ 53,982,609,839 |
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.
