Danielle Ann Gollehon

Employer firm

Virtue Capital Management, LLC CRD 167816

$1.31B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 07/2022 → Present
  Virtue Capital Management, Llc
  Brentwood, TN
• 08/2016 → 06/2017
  George Washington University
  Washington, DC
• 08/2017 → 08/2019
  Ohio State University
  Columbus, OH
• 08/2019 → 05/2022
  Thompson Greenspon
  Fairfax, VA
• 06/2022 → Present
  Jg Financial Consulting
  Aberdeen, NC

Other Businesses

(1) JG FINANCIAL CONSULTING, Title: FINANCIAL ADVISOR, Description: I AM AN EMPLOYEE OF JG FINANCIAL AND I ASSIST IN THE SALES AND MARKETING OF FIXED LIFE INSURANCE, FIXED ANNUITIES AND HEALTH INSURANCE PRODUCTS., Start Date: 7/1/2022, Address: 150 MAGNOLIA SQUARE COURT, ABERDEEN, NC 28315, Investment-related? NO, Hours per month: 160, During trading hours:160. (2) JG Financial Consulting, Title: CPA, Description: I will begin engaging in an outside business activity doing paid tax preparation as a CPA for JG Financial Consulting. This activity will involve preparing taxes for my investment clients, scheduled for 70 hours per month during the tax preparation season from January through April 15th and sporadically the rest of the year, Start Date: 1/25/2026, Address: 150 Magnolia Square Court, Aberdeen, NC 28315, Investment Related: No, Hours per month: 70, During trading hours:70.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-01