Jason Lockridge is a CFP-designated registered investment advisor at Southern Capital Advisors, LLC, based in Henderson, TN, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 817 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.60% |
| $1.0M - $5.0M | 1.20% |
| $5M+ | 1.10% |
Fees may be negotiable. FP360 may also offer a flat rate fee schedule or discounted fees for certain strategies (e.g., cash management, option overlay strategies, etc.). Annual fees range from 0.05% to 2.00%.
Fee Estimator
Location
407 W. Main St., Henderson, TN, 38340
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason is on the board of directors for Chester County Dixie Youth, a non-profit youth baseball/softball league, dedicating minimal time. He is also a financial advisor/chief compliance & operating officer at Southern Capital Advisors, LLC, a registered investment advisor, working full-time. Additionally, Jason is a non-participating owner in Southern Capital Consulting, LLC, a tax and accounting firm, dedicating no time to it.
Employment History
Current Registrations
Southern Capital Advisors, LLC
Previous Registrations
Mutual Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.