TrueAdvisor
TrueAdvisor
JG
ChFC
JG
ChFC

Jeffrey Gollehon

Virtue Capital Management, LLC
33 Years of Experience
Aberdeen, NC
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Gollehon is a ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Aberdeen, NC, with 33 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 5,770 clients with $1.3B in assets under management.

Virtue Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
89 advisors
Number of Clients
5,770 clients
Average Client Portfolio
$227K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Asset-based management fees generally range up to 1.95% per year based on the platform rate selected by the investment adviser representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

150 Magnolia Square Ct., Aberdeen, NC, 28315

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2001
Final
Investigation
April 2001
Regulatory
January 2001
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is the owner/agent of JG Financial Consulting, selling and servicing fixed insurance products including fixed life insurance, fixed annuities, and health insurance. This takes about half of his time, with minimal time spent during trading hours.

Employment History
Current Registrations
Virtue Capital Management, LLC
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Horter Investment Management, LLC
December 2014 - April 2018 · 3 yrs 4 mos
Jg Financial Consulting
June 2007 - December 2014 · 7 yrs 6 mos
New England SecuritiesBroker
December 2000 - June 2001 · 6 mos
Fortis Investors, INC.Broker
October 1995 - January 2001 · 5 yrs 3 mos
Pruco Securities CorporationBroker
October 1989 - December 1995 · 6 yrs 2 mos
The Prudential Insurance Company of AmericaBroker
October 1989 - December 1993 · 4 yrs 2 mos
Pruco Securities CorporationBroker
February 1984 - January 1987 · 2 yrs 11 mos
First Investors CorporationBroker
November 1983 - January 1984 · 2 mos
State Registrations1 state
NC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Aberdeen, NC →All financial advisors in North Carolina →