Jason Cillo, financial advisor Nashville TN
77 score

Jason Cillo

CRD Number: 6214681
Current Firm: Virtue Capital Management, LLC

Jason Cillo (CRD# 6214681) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Nashville, TN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Virtue Capital Management, LLC Nashville, TN Jun 2014 - Current 2
Coppell Advisory Solutions, LLC Milford, NH Apr 2014 - Current 2
Onpointe Advisory And Financial Services, LLC Petaluma, CA Aug 2013 - Current 3
Steele Associates Milford, NH Jan 2007 - Current 9
Self Employed Milford, NH Feb 2006 - Aug 2011 5
Carlisle Wide Plank Stoddard, NH Feb 2007 - May 2007 < 1
Peterboro Basket Co Peterborough, NH Apr 2002 - Jan 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jason M. Cillo
Phone Number: 615-340-0801
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    1,690
    ACCOUNTS
  • Average Account Value
    $57,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MD, ME, MN, MO, NC, NE, NH, NJ, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA

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BADGES
77

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