Unclaimed Profile

Jason Russell Moore

VIRTUE CAPITAL MANAGEMENT, LLC·NASHVILLE, Tennessee

SIE, Series 4, Series 7, Series 24, Series 27, Series 53, Series 55, Series 63, Series 65, Series 87Clean record23 years registeredVIRTUE CAPITAL MANAGEMENT, LLC

22 CENTURY BLVD, SUITE 455, NASHVILLE, TN 37214CRD# 4092012Firm CRD# 167816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Russell Moore · NASHVILLE, TN

Registration

CRD #4092012 · VIRTUE CAPITAL MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VIRTUE CAPITAL MANAGEMENT, LLC

SUMMIT CAPITAL SOLUTIONS LLC

Jan 2016 – Oct 2016

NASHVILLE, TN

VIRTUE CAPITAL MANAGEMENT, LLC

Jul 2014 – Oct 2016

NASHVILLE, TN

NAVY FEDERAL ASSET MANAGEMENT, LLC

Nov 2012 – May 2014

VIENNA, VA

LPL FINANCIAL LLC

May 2011 – Oct 2012

CHARLOTTE, NC

UVEST FINANCIAL SERVICES GROUP, INC.

Apr 2006 – May 2011

CHARLOTTE, NC

PARK AVENUE SECURITIES LLC

May 2003 – May 2006

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 53

Series 55

Series 63

Series 65

Series 87

Registration record

First registered · May 19, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VIRTUE CAPITAL MANAGEMENT, LLC

CRD 167816 · SEC 801-79938

AUM

$787M

Regulatory assets under management

Employees

110

6,111 client accounts

Services offered by VIRTUE CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VIRTUE CAPITAL MANAGEMENT, LLC →

Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NASHVILLE?

Browse all registered financial advisors in NASHVILLE, Tennessee or claim this profile if it's yours.

Browse NASHVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jason Russell Moore offer?

Jason Russell Moore specializes in Financial Planning, Investment Management.

What are Jason Russell Moore's credentials?

Jason Russell Moore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Russell Moore located?

Jason Russell Moore is based in NASHVILLE, Tennessee, last registered with VIRTUE CAPITAL MANAGEMENT, LLC.

How does Jason Russell Moore charge for services?

Jason Russell Moore's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VIRTUE CAPITAL MANAGEMENT, LLC?

VIRTUE CAPITAL MANAGEMENT, LLC has approximately 110 employees and manages $787M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →