Jeffrey Gollehon, financial advisor Aberdeen NC

Jeffrey Gollehon

CRD Number: 1212338
Current Firm: Virtue Capital Management, LLC

Jeffrey Gollehon (CRD# 1212338) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Aberdeen, NC and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Virtue Capital Management, LLC Brentwood, TN Apr 2018 - Current 5
Jg Financial Consulting Aberdeen, NC Oct 1995 - Current 28
Horter Investment Management Cincinnati, OH Dec 2014 - Apr 2018 3
Jg Financial Consulting, LLC Aberdeen, NC May 2007 - Nov 2014 7
Jg Financial, Inc. Aberdeen, NC Apr 1995 - Nov 2014 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jun 2007
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey J. Gollehon
Phone Number: 615-340-0801
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    941
    MILLIONS
  • Total Number of Accounts
    8,035
    ACCOUNTS
  • Average Account Value
    $117,162
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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