JH
JH

Jess Hinton

20 Years of Experience
Brentwood, TN
Sells Insurance

Jess Hinton is a registered investment advisor at Virtue Capital Management, LLC, based in Brentwood, TN, with 20 years of industry experience. Jess operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,294 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
89 advisors
Number of Clients
4,294 clients
Average Client Portfolio
$281K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

VCM charges a percentage of your portfolio's value annually for investment management. The exact percentage is negotiated and can range from 1.00% to 1.95% per year. Fees are paid monthly, based on the average daily balance of your account. Related accounts may be combined to help clients meet fee breakpoints and lower the overall fee. Clients also pay a $12 monthly technology fee.

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Location

6 Cadillac Dr., Suite 310, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jess is an officer at Southeast Insurance & Financial Group Inc., which is investment related. Jess sells insurance and fixed products.

Employment History
Current Registrations
Virtue Capital Management, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Ip Financial Advisory Services LLC
June 2021 - August 2023 · 2 yrs 2 mos
Innovation Partners LLCBroker
June 2021 - August 2023 · 2 yrs 2 mos
First Heartland Capital, INC.Broker
October 2019 - June 2021 · 1 yr 8 mos
First Heartland Consultants, INC.
October 2019 - June 2021 · 1 yr 8 mos
Prudential Financial Planning Services
July 2018 - November 2019 · 1 yr 4 mos
Pruco Securities, LLC.Broker
May 2017 - November 2019 · 2 yrs 6 mos
Allstate Financial Services, LLCBroker
May 2007 - May 2017 · 10 yrs
Southern Farm Bureau Fund Distributor, INC.Broker
September 2003 - January 2004 · 4 mos
Nylife Securities INC.Broker
September 2000 - October 2001 · 1 yr 1 mo
State Registrations1 state
MS
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.