Jeff S. Calhoun

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1991 → 06/2024
  Jeff S Calhoun, Cpa, Pc
  Virginia, VA
• 09/2021 → 06/2022
  Transamerica Financial Advisors, Inc.
  Chesapeake, VA
• 06/2019 → 04/2020
  World Financial Group, Inc.
  Chesapeake, VA
• 07/2019 → 03/2021
  Ccp Commercial Real Real Estate, Llc
  Virginia Beach, VA
• 01/2013 → 05/2024
  Accounting Resource Solutions, Llc
  Virginia Beach, VA
• 07/2017 → 07/2018
  Kgs
  Fairfax, VA
• 01/2016 → 12/2019
  Old Dominion University
  Norfolk, VA
• 06/2018 → 11/2025
  Dominion Tax Resolution, Inc.
  Virginia Beach, VA
• 12/2014 → 05/2024
  Jbar Holdings Llc
  Virginia Beach, VA
• 06/2022 → 06/2024
  Alphastar Capital Management, Llc
  Cornelius, NC
• 04/2023 → Present
  The Calhoun Financial Group
  Virginia Beach, VA
• 01/2025 → Present
  Lpl Financial Llc
  Virginia Beach, VA

Previous Registrations

• 2022-07-19 → 2024-07-05
  Alphastar Capital Management
  Virginia Beach, VA
  Cornelius, NC
• 2022-05-12 → 2022-06-03
  Transamerica Financial Advisors, Llc
  Chesapeake, VA

Other Businesses

1- 11/2024 / Convergent Strategies, LLC / Tax Prep/Accounting/CPA / Investment Related / 35 hrs mth / 8 hrs during trading / Virginia Beach, VA / Start date: 10/01/2024 2- 11/2024 / The CPA Solution LLC / Business Entity For Tax/Investment Purposes Only / 1 hr mth / 0 hrs during trading / Virginia Beach, VA / Start date: 01/01/2024 3- 11/2024 / COASTAL VA WEALTH GROUP / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 4- 11/2024 / The Calhoun Financial Group LLC / Insurance Agency / Investment Related / 30 hrs mth / 4 hrs during trading / Virginia Beach, VA / Start date: 01/01/2020 5- 11/2024 / The Calhoun Financial Group, LLC / Non-Variable Insurance / Investment Related / 6 hrs mth / 8 hrs during trading / Virginia Beach, VA / Start date: 04/01/2023 6- 11/2024 / JBARl LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 1 hr mth / 8 hrs during trading / Virginia Beach, VA / Start date: 06/24/2024

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-04
• S65 Uniform Investment Adviser Law Examination
  2022-05-12

Other Names

• Jeff S Calhoun
• Jeff Scott Calhoun
• Timothy Lyle Johnson
• Calhoun Jeff Scott