JW
James D. Webb
VIRTUE CAPITAL MANAGEMENT
Brentwood, TN 37027
Some features on this profile are disabled
CRD#: 5228988
JW
Professional summary
James David Webb is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Brentwood, Tennessee and SUMMIT CAPITAL SOLUTIONS LLC located in Brentwood, Tennessee.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. James has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 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.
VIRTUE ADVISORS, LLC (VA);NON-INVESTMENT-RELATED; 6 CADILLAC DR. SUITE 310 BRENTWOOD, TN 37027; CHIEF OPERATING OFFICER; AN INSURANCE MARKETING ORGANIZATION; 10/2005; 150 HRS; 35 HRS; TRAIN AND MENTOR PRODUCERS THAT OFFER THEIR CLIENTS INSURANCE PRODUCTS. VIRTUE CAPITAL MANAGEMENT, LLC; INVESTMENT-RELATED; 6 CADILLAC DR. SUITE 310 BRENTWOOD, TN 37027; CHIEF OPERATING OFFICER; REGISTERED INVESTMENT ADVISOR; 10/2013; 40 HRS; 10 HRS; RECRUIT, TRAIN, MENTOR ADVISORS TO JOIN VCM AND OFFER OUR THIRD PARTY ACCOUNTS TO THEIR CLIENTS. INTEGRITY RETIREMENT GROUP, LLC;INVESTMENT-RELATED; 6 CADILLAC DR. SUITE 310 BRENTWOOD, TN 37027; MEMBER; FINANCIAL ADVISOR; 03/2012; 20 HRS; 5 HRS; MY FINANCIAL SERVICES PRACTICE TO RECIEVE FEES AND COMMISSIONS WHEN OFFERING MY CLIENTS INSURANCE AND OR INVESTMENT PRODUCTS. SUMMIT CAPITAL SOLUTIONS, LLC(SUMMIT); INVESTMENT RELATED; 6 CADILLAC DR., SUITE 310 BRENTWOOD TN 37027; CHIEF OPERATING OFFICER; A REGISTERED INVESTMENT ADVISER THAT IS AFFILIATED WITH VCM. SUMMIT OFFERS MODEL PORTFOLIOS/SIGNALS TO REGISTERED INVESTMENT ADVISER FIRMS. SUMMIT CAPITAL SOLUTIONS IS A SEC REGISTERED INVESTMENT ADVISER RIA COMPLIANCE FIRM, LLC (RIACF); NON-INVESTMENT RELATED; 6 CADILLAC DR., SUITE 310 BRENTWOOD TN 37027; A COMPLIANCE CONSULTING FIRM THAT PROVIDES COMPLIANCE SERVICES TO REGISTERED INVESTMENT ADVISERS, INCLUDING VCM; START DATE 012019; THERE IS A POTENTIAL CONFLICT OF INTEREST IN THAT THERE IS AN ECONOMIC INCENTIVE TO RECOMMENT COMPLIANCE SERVICES OFFERED THROUGH RIACF TO REGISTERED INVESTMENT ADVISORS WHO USE VCM FOR SUB-ADVISORY SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view James David Webb'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
October 30, 2013 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 6 Cadillac Dr. Suite 310, Brentwood, TN 37027RIA
CRD#: 167816
Brentwood, TN
Current
January 10, 2017 - Present
SUMMIT CAPITAL SOLUTIONS LLC
Office #1: 6 Cadillac Drive Suite 310, Brentwood, TN 37027RIA
CRD#: 281478
Brentwood, TN
Past
November 3, 2015 - December 31, 2016
SUMMIT CAPITAL SOLUTIONS LLC
RIA
CRD#: 281478
NASHVILLE, TN
Past
August 7, 2014 - May 7, 2015
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
NASHVILLE, TN
Past
February 10, 2009 - August 6, 2014
CENTER STREET SECURITIES, INC.
BD
CRD#: 26898
NASHVILLE, TN
Past
January 23, 2007 - October 29, 2013
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
NASHVILLE, TN
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
Tennessee(10/30/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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
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
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.
