Southern Capital Advisors, LLC

Jason Lockridge is a CFP® with 19 years of experience in the financial services industry. He is currently a financial advisor and chief compliance and operating officer at Southern Capital Advisors, LLC, where he has worked since 2018. Prior to this, he held positions at Mutual Securities, Bank of America, and Merrill Lynch. Outside of his advisory work, Lockridge serves on the board of directors for Chester County Dixie Youth, a nonprofit youth baseball and softball league. Southern Capital Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a tailored investment approach that incorporates fundamental, technical, quantitative, and behavioral analysis.

Charles Johnson is a CFP® professional with 23 years of industry experience, currently serving at Southern Capital Advisors, LLC since 2018. His prior experience includes roles at Bank of America, N.A. and Merrill. He also teaches finance and accounting courses as an adjunct instructor at Freed-Hardeman University. Southern Capital Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management and financial planning, constructing tailored Investment Policy Statements and employing a range of analytical approaches with an emphasis on equities, mutual funds, ETFs, and fixed income.

Jake Martin is a financial advisor at Southern Capital Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has been with Southern Capital Advisors since 2022. In addition to his advisory role, he performs accounting and tax work for Southern Capital Consulting. Southern Capital Advisors, LLC provides investment advisory services primarily to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, quantitative, and behavioral analysis to tailor portfolios aligned with client risk tolerance.

Ethan Mayberry is a CFP® professional with eight years of industry experience, currently serving at Southern Capital Advisors, LLC since 2018. His prior experience includes roles at Bank of America, Merrill, MidSouth Financial Group, and Freed-Hardeman University. Southern Capital Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing tailored portfolios through a combination of fundamental, technical, quantitative, and behavioral analysis.

Bennie Coffman is a financial advisor at Southern Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Southern Capital Advisors since 2021. Prior to his advisory career, he was involved with Coffman's, Inc. for over three decades. Southern Capital Advisors provides investment advisory services primarily to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a tailored investment approach supported by an affiliated tax and accounting practice.