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Jeffrey Jay Gollehon

Virtue Capital Management, LLC

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About Jeffrey Jay Gollehon

Jeffrey Jay Gollehon is a financial professional with over 25 years of experience in the financial services industry. Jeffrey Gollehon is currently registered with Virtue Capital Management, LLC and has been with the firm since April 2018. Jeffrey Gollehon has specialized experience in the investment advisory field. Jeffrey Gollehon provides financial planning and portfolio management services to individuals, high-net-worth individuals and corporations.

Firm Information

Jeffrey Gollehon 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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Jeffrey Gollehon’s Registration & Firm History

NC

05/19/2018 - Present

Virtue Capital Management, LLC (Aberdeen NC)

NY

12/21/2000 - 06/14/2001

NEW ENGLAND SECURITIES (NEW YORK NY)

MN

10/20/1995 - 01/05/2001

FORTIS INVESTORS, INC. (OAKDALE MN)

NJ

10/09/1989 - 12/14/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

10/09/1989 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

NA

02/22/1984 - 01/12/1987

PRUCO SECURITIES CORPORATION

NA

11/15/1983 - 01/04/1984

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 06/19/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Jeffrey Jay Gollehon. Review regulatory record here.
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