Jason
Lockridge
Southern Capital Advisors, LLC
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About this Advisor
Jason Lockridge is a financial advisor based in Jackson, Tennessee, working with Southern Capital Advisors, LLC. Jason has previously held positions at Bank Of America, N.A, Mutual Securities, Southern Capital Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Inc. Jason has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Jason is part of Southern Capital Advisors, LLC, which operates out of Jackson, Tennessee. The firm has 6 employees and manages assets totaling $414.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Southern Capital Advisors, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Southern Capital Advisors, LLC Brokerage Details
$414,450,101
6
1,638
$253,022
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jason Lockridge Work History
Mutual Securities
Southern Capital Advisors, LLC
Southern Capital Advisors, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc : 7691
Disclosures
Please visit the SEC profile of Jason Lockridge 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
Jackson, TN
Jackson, TN
Jackson, TN
Jackson, TN
Jackson, TN
Jackson, TN
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