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Jeffrey Thomas Abelli

Investment Adviser Representative at VICTORY CAPITAL MANAGEMENT INC.

Capistrano Beach, CACRD #4672511Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
11 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeffrey Thomas Abelli has worked in the securities industry since 2005. They are registered to provide investment advisory services in 11 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 11 states
AlaskaArizonaCaliforniaHawaiiIdahoNevadaNew MexicoOregonUtahWashingtonWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/12/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/18/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Victory Capital Management Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

VICTORY CAPITAL MANAGEMENT INC.Current
8/13/2025Capistrano Beach, CA
VICTORY CAPITAL SERVICES, INC.Current
4/1/2025Capistrano Beach, CA
AMUNDI ASSET MANAGEMENT US, INC.
1/4/20214/25/2025Boston, MA
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.
4/20/200612/31/2020Boston, MA
PIONEER INVESTMENT MANAGEMENT, INC.
12/13/20054/20/2006Boston, MA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Thomas Abelli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jeffrey Thomas Abelli - Financial Advisor in Capistrano Beach, CA | AdvisorFinder