Larry Richard Jones
Investment adviser representative at Virtue Capital Management, LLC
16 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Navstar Financial PlanningJan 2021 to now
- Virtue Capital Management, LLCJul 2019 to now
- Navstar Financial ServicesSep 2010 to now
- Horter Investment ManagementOct 2014 to Jul 2019
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Virtue Capital Management, LLC
$1.3BAssets managed
5,770Clients
86Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6410522
- Firm CRD
- 167816