JG
Jeffrey J. Gollehon
VIRTUE CAPITAL MANAGEMENT
Aberdeen, NC 28315
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CRD#: 1212338
JG
Professional summary
Jeffrey Jay Gollehon is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Aberdeen, North Carolina.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Jeffrey has worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
(1) JG FINANCIAL CONSULTING�, Title: OWNER/AGENT�, Description: SALES AND SERVICE OF FIXED INSURANCE PRODUCTS - FIXED LIFE INSURANCE, FIXED ANNUITIES, UNDER AND OVER 65 HEALTH INSURANCE PRODUCTS., Start Date: 10-01-1995, Address: �150 MAGNOLIA SQUARE CT., ABERDEEN, NC 28315�, Investment-related? YES, Hours per month: 80, During trading hours: 4
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Jay Gollehon'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
April 19, 2018 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 150 Magnolia Square Ct., Aberdeen, NC 28315RIA
CRD#: 167816
Aberdeen, NC
Past
December 23, 2014 - April 19, 2018
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
ABERDEEN, NC
Past
June 20, 2007 - December 1, 2014
JG FINANCIAL CONSULTING
RIA
CRD#: 144201
ABERDEEN, NC
Past
December 21, 2000 - June 14, 2001
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
October 20, 1995 - January 5, 2001
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
October 9, 1989 - December 10, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
October 9, 1989 - December 14, 1995
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
February 22, 1984 - January 12, 1987
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Past
November 15, 1983 - January 4, 1984
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
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".
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)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.Highlighted states indicate IAR registrations
IAR
North Carolina(4/19/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6 Cadillac Dr. Suite 310, Brentwood, TN 37027
Mailing Address
Phone number
(615) 340-0801
Established
Firm type
Fiscal year end
# of Employees
110
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816Aberdeen, NC 28315TRUST BUT VERIFY
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