Unclaimed Profile

Jason B Lockridge

SOUTHERN CAPITAL ADVISORS, LLC·JACKSON, Tennessee

SIE, Series 7, Series 66CFPClean record20 years registeredSOUTHERN CAPITAL ADVISORS, LLC

3801 NORTH HIGHLAND AVENUE, JACKSON, TN 38305CRD# 5094838Firm CRD# 292275

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason B Lockridge · JACKSON, TN

Registration

CRD #5094838 · SOUTHERN CAPITAL ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

SOUTHERN CAPITAL ADVISORS, LLC

Mar 2018 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2007 – Mar 2018

JACKSON, TN

MORGAN KEEGAN & COMPANY, INC.

May 2006 – Nov 2007

JACKSON, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 1, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUTHERN CAPITAL ADVISORS, LLC

CRD 292275 · SEC 801-112593

AUM

$414M

Regulatory assets under management

Employees

1,638 client accounts

Services offered by SOUTHERN CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SOUTHERN CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason B Lockridge offer?

Jason B Lockridge specializes in Financial Planning, Investment Management. Contact their office in JACKSON, Tennessee for a consultation.

What are Jason B Lockridge's credentials?

Jason B Lockridge holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason B Lockridge located?

Jason B Lockridge is based in JACKSON, Tennessee, working with SOUTHERN CAPITAL ADVISORS, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.

How does Jason B Lockridge charge for services?

Jason B Lockridge's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUTHERN CAPITAL ADVISORS, LLC?

SOUTHERN CAPITAL ADVISORS, LLC has approximately 6 employees and manages $414M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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