Chief Compliance Officer, Chief Financial Officer and President · Southeast Asset Advisors, LLC
Charles B. Jackson
CRD 2843067 · Named on Form ADV at one SEC-registered adviser
At a glance
Southeast Asset Advisors, LLC, an SEC-registered wealth manager based in Thomasville, GA with $4.2 billion in regulatory assets, lists Charles B. Jackson on its Form ADV as Chief Compliance Officer, Chief Financial Officer and President, a control person.
Firms and roles
- Southeast Asset Advisors, LLCChief Compliance Officer, Chief Financial Officer and PresidentWealth manager · Thomasville, GA · $4.2B in regulatory assets
AtlasMembers
Charles’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Charles’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Bernard N. LaniganChairman & CEO, Southeast Asset Advisors, LLC
- Mark C. SaussyChief Operating Officer, Executive Vice President and Secretary, Southeast Asset Advisors, LLC
- Thomas M. LelandMember, Southeast Asset Advisors, LLC
- Granger C. OsborneMember, Southeast Asset Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.