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Jason B Lockridge

SOUTHERN CAPITAL ADVISORS, LLC·JACKSON, Tennessee
Unclaimed Profile
3801 NORTH HIGHLAND AVENUE, JACKSON, TN 38305CRD# 5094838Firm CRD# 292275
01

About

Jason B Lockridge is a registered financial advisor based in JACKSON, Tennessee, affiliated with SOUTHERN CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOUTHERN CAPITAL ADVISORS, LLC
SOUTHERN CAPITAL ADVISORS, LLC
AUM
$414M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SOUTHERN CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5094838
Firm CRD# 292275
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in Tennessee
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City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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