Jacob M. Edelchik
Professional summary
Jacob Matthew Edelchik, who also goes by Jacob Edelchik, is a registered financial advisor currently at VIRTUS INVESTMENT ADVISERS, LLC located in New York, New York and VP DISTRIBUTORS LLC located in New York, New York.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Jacob has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Matthew Edelchik's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 2, 2026 - Present
VIRTUS INVESTMENT ADVISERS, LLC
Office #1: 1301 Avenue Of The Americas 34th Floor, New York, NY 10019January 27, 2026 - Present
VP DISTRIBUTORS LLC
Office #1: 1301 Avenue Of The Americas 14th Floor, New York, NY 10019October 2, 2024 - October 27, 2025
FORESIDE FUND SERVICES, LLC
January 6, 2022 - September 12, 2024
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
Primary Firm SEC Registration
VIRTUS INVESTMENT ADVISERS, LLC
CRD#: 106982 / SEC#: 801-5995
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/2/2026)
(4/2/2026)
(1/27/2026)
Exams
Series 7TO
Date: 1/5/2022
General Securities Representative ExaminationFINRA
Current Firm
VIRTUS INVESTMENT ADVISERS, LLC
CRD#: 106982 / SEC#: 801-5995
Contact information
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
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