# Jason Lockridge

> Jason Lockridge is a fee-only financial advisor at Southern Capital Advisors in Henderson, Tennessee, who holds the CFP credential. Southern Capital Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-lockridge/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Southern Capital Advisors
- **Based in:** Henderson, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $636.9M across 2,147 accounts
- **Credentials:** CFP
- **CRD:** 5094838 (https://adviserinfo.sec.gov/individual/summary/5094838)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 66 (2006)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.southernadvisor.com

## Frequently asked questions

### Is Jason Lockridge a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Southern Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason's firm, Southern Capital Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jason Lockridge based?

Jason Lockridge is based in Henderson, Tennessee.

### What credentials does Jason Lockridge hold?

Jason Lockridge holds the CFP credential.

### Is Jason Lockridge registered with the SEC?

Yes. Jason Lockridge is registered as an investment adviser representative in TN (CRD 5094838), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Southern Capital Advisors manage?

Southern Capital Advisors reports $636.9M across 2,147 accounts in assets under management.

### How do I contact Jason Lockridge?

Through Jason's website, www.southernadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5094838): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.