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James Jiang-hua Chu

Virtue Capital Management, LLC

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About James Jiang-hua Chu

James Jiang-hua Chu is a financial advisor with Virtue Capital Management, LLC. James has been in the financial industry for over 10 years and has a diverse background in the financial services industry. James is a registered Investment Advisor Representative in California. James holds Series 7, Series 66, and SIE licenses. James specializes in financial planning, portfolio management, and educational seminars for individuals and businesses. James has experience working with individuals, corporations, and other businesses, assisting them with their financial goals.

Firm Information

James Chu is currently registered with Virtue Capital Management, LLC. Virtue Capital Management, LLC is a Registered Investment Adviser with the SEC based in Brentwood, TN. They provide a range of advisory services including financial planning, educational seminars, and portfolio management for individuals and corporations. The firm manages over $787 million in assets for 6111 clients, primarily individuals other than high-net-worth individuals. They do not participate in any wrap fee programs.
Virtue Capital Management, LLC

6 CADILLAC DR.

BRENTWOOD, TN 37027

$787.47M

Assets Under Management

7

Total Clients

86

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Chu’s Registration & Firm History

CA

01/18/2018 - Present

Virtue Capital Management, LLC (Monterey Park CA)

CA

01/26/2017 - 12/11/2017

TRANSAMERICA FINANCIAL ADVISORS, INC (GLENDALE CA)

CA

08/25/2016 - 12/02/2016

WADDELL & REED (TORRANCE CA)

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Licenses & Designations

BOTH

Issued 11/22/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Jiang-hua Chu.
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