Jason Lockridge, CFP®

As a partner of the firm and the chief operating officer, Jason is responsible for many of the firm’s business operations. In addition, he maintains the firm’s trading portfolios and is the firm’s compliance officer. Jason also serves clients as a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planning Board of Standards, Inc.

Prior to joining Southern Capital Advisors, Jason was a Financial Advisor and Investment Associate at Merrill Lynch and has been in the financial planning industry since 2006. Before that, he worked at United Parcel Service as an Industrial Engineering Manager.

Jason enjoys spending time with his family, traveling, coaching and teaching. He has coached Dixie Youth softball for many years and serves on the board of directors for Chester County Dixie Youth. He and his wife, Tamara, have two girls – Annabelle and Hallie. They are active members of the Estes Church of Christ in Henderson, TN, where Jason is a Bible class teacher and serves as an elder.

Education:
Bachelor of Business Administration, Finance, Freed-Hardeman University

CFP Certification Professional Education Program, College for Financial Planning

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.