Jason Anderson, financial advisor Brentwood TN
90 score

Jason Anderson

CRD Number: 6161258
Current Firm: Virtue Capital Management, LLC

Jason Anderson (CRD# 6161258) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Brentwood, TN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Virtue Capital Management, LLC Nashville, TN Aug 2017 - Current < 1
Independent Insurance Agent Los Angeles, CA Jan 2004 - Current 14
Regulus Advisors, LLC Kentwood, MI Jan 2016 - Jul 2017 1
Regal Investment Advisors, LLC Kentwood, MI Jan 2016 - May 2017 1
Transamerica Financial Advisors, Inc. Pasadena, CA Feb 2013 - Jan 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Jason J. Anderson
Phone Number: 615-340-0801
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    340
    MILLIONS
  • Total Number of Accounts
    2,600
    ACCOUNTS
  • Average Account Value
    $130,907
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, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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