Jesus Duran
Virtus Family Office · El Paso, Texas
Jesus Duran is a fee-only financial advisor at Virtus Family Office in El Paso, Texas. Jesus focuses on family wealth transfer. Virtus Family Office reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Virtus Family Office |
|---|---|
| Based in | El Paso, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Languages | Spanish |
| Assets under management | $726.9M across 211 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8052723 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.virtus-usa.com |
How Jesus's firm compares
- Virtus Family Office's average account is about $3.4 million, from its Form ADV (assets managed divided by 211 accounts).
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Questions about Jesus
Is Jesus Duran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jesus holds no broker registration, and Virtus Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jesus charge for financial advice?
Jesus's firm, Virtus Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
What languages does Jesus work in?
Besides English, Virtus Family Office offers service in Spanish, according to its website.
Where is Jesus Duran based?
Jesus Duran is based in El Paso, Texas.
What does Jesus specialize in?
Jesus's specialties include family wealth transfer. Jesus works with multi-generational families.
Is Jesus Duran registered with the SEC?
Yes. Jesus Duran is registered as an investment adviser representative in TX (CRD 8052723), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Virtus Family Office manage?
Virtus Family Office reports $726.9M across 211 accounts in assets under management.
How do I contact Jesus Duran?
Through Jesus's website, www.virtus-usa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Virtus Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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