Igor Yukhvidin

Employer firm

Vertex Partners CRD 316839

$1.01B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 08/2018
  Ernst & Young (Ey)
  Chicago, IL
• 08/2018 → 08/2025
  Jp Morgan Chase Bank
  Chicago, IL
• 08/2025 → Present
  Vertex Planning Partners Llc
  Downers Grove, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-03