Charles
Johnson

Southern Capital Advisors, LLC

CRD#4624837
Investment Advisor
in Jackson, TN

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About this Advisor

Charles Johnson is a certified financial planner operating out of Jackson, Tennessee with 5 years of industry experience. Johnson is an advisor for Southern Capital Advisors, LLC. Johnson has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Mutual Securities and Southern Capital Advisors, LLC. Johnson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Tennessee and Texas. Southern Capital Advisors, LLC is a firm operating out of Jackson, TN. It controls $333 million in assets across its 1,499 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,499 client accounts, 19% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely are based on which services the firm provides the client. However, fees charged by Southern Capital Advisors, LLC can include asset-based and hourly fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3801 North Highland Avenue
Jackson, TN 38305

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Southern Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$332,568,750

TN Average: $730,596,643
Total Number of Employees

5

TN Average: 15
Total Number of Accounts

1,499

TN Average: 968
Average Account Size

$221,860

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Charles Johnson Work History

Charles has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Mutual Securities

2018 - Present (6 years)

Southern Capital Advisors, LLC

2018 - Present (6 years)

Southern Capital Advisors, LLC

2009 - 2018 (9 years)

Bank Of America, N.A

2007 - 2018 (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Johnson 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 Southern Capital Advisors, LLC

Elijah Lyons
Jackson, TN
Charles Johnson
Jackson, TN
Jason Lockridge
Jackson, TN
Ethan Mayberry
Jackson, TN
Bennie Coffman
Jackson, TN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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