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Jake Reed Martin

Southern Capital Advisors, LLC

Jackson, TN

CRD 7831228

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Employer firm

Southern Capital Advisors, LLC CRD 292275

$637M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Southern Capital Advisors, Llc

3801 North Highland Avenue, Jackson, TN 38305 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-12-21
  • TN RA
    APPROVED
    Since 2023-12-21

Branch Locations

3801 North Highland Avenue, Jackson, TN 38305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
N/A Nunnelly TN 11/2013 06/2022
Southern Capital Advisors Jackson TN 06/2022 Present
Southern Capital Advisors, Llc Jackson TN 06/2022 Present
  • 11/2013 → 06/2022
    N/A
    Nunnelly, TN
  • 06/2022 → Present
    Southern Capital Advisors
    Jackson, TN
  • 06/2022 → Present
    Southern Capital Advisors, Llc
    Jackson, TN
Other Businesses

Do accounting and tax work for Southern Capital Consulting.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-21
  • S65 Uniform Investment Adviser Law Examination
    2023-12-21

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES

Nearby Investors

ANGELA M LOWERY
Reagan M Griffin
JOHN W TUCKER

Nearby Offices

MORGAN STANLEY · JACKSON, TN
RAYMOND JAMES & ASSOCIATES, INC. · Jackson, TN
EDWARD JONES · JACKSON, TN

More in Jackson, TN

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