Jeff
Calhoun

Alphastar Capital Management

CRD#4538573
Investment Advisor
in Virginia Beach, VA

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About this Advisor

Jeff Calhoun is a financial advisor based in Virginia Beach, Virginia, working with Alphastar Capital Management. Jeff has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Ccp Commercial Real Real Estate, LLC, Accounting Resource Solutions, LLC, Kgs, Dominion Tax Resolution, Inc, Jbar Holdings LLC, Alphastar Capital Management, LLC, The Calhoun Financial Group, Bits, Inc, Jeff S Calhoun, Cpa, Pc, and Old Dominion University. Jeff has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Jeff is part of Alphastar Capital Management, which operates out of Virginia Beach, Virginia. The firm has 58 offices and 109 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Alphastar Capital Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4445 Corporation Lane Suite 242
Virginia Beach, VA 23462

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Alphastar Capital Management Brokerage Details

Total Assets Under Management

$1,146,934,809

VA Average: $3,625,019,099
Total Number of Employees

109

VA Average: 22
Total Number of Accounts

10,083

VA Average: 1,917
Average Account Size

$113,749

VA Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Jeff Calhoun Work History

2023 - Present (2 years)

The Calhoun Financial Group

2022 - Present (3 years)

Alphastar Capital Management, LLC

2020 - Present (5 years)

World Financial Group, Inc

2019 - Present (6 years)

Ccp Commercial Real Real Estate, LLC

2018 - Present (7 years)

Dominion Tax Resolution, Inc

1991 - Present (34 years)

Jeff S Calhoun, Cpa, Pc

2021 - 2022 (1 year)

Transamerica Financial Advisors, Inc

2017 - 2018 (1 year)

Kgs

2016 - 2019 (3 years)

Old Dominion University

2014 - 2024 (10 years)

Jbar Holdings LLC

2013 - 2024 (11 years)

Accounting Resource Solutions, LLC

2012 - 2016 (4 years)

Bits, Inc

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Disclosures

Please visit the SEC profile of Jeff Calhoun to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alphastar Capital Management

Logan Ramer
Rochester, MN
Jake Galligan
Fuquay-Varina, NC
Brantley Claunch
Cornelius, NC
Jordan Hunter
Florence, AL
Andrew Barnett
Cornelius, NC
Colton Gentry
Manhattan, KS
Michael Kojonen
Hudson, WI
Isaiah Smith
Huntersville, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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