Southstate Securities Corp.
Firm details
- Headquarters
- Germantown, Tennessee
- CRD number
- 6950
- Registered since
- December 1, 1975
- Website
- southstatesecurities.com
Firm profile
FINTRXOverview
Southstate Securities Corp. is a corporate securities firm registered with the SEC since 1975 and classified in the FINTRX snapshot as an investment bank. Ownership is listed as a domestic entity/individual. The firm is not identified in FINTRX as a capital allocator or multi-state registered adviser, and it is not flagged as an active ESG investor, a pension consultant, or a related adviser. FINTRX does not provide details about the firm's fee arrangement, client segmentation, or specific advisory activities. Southstate Securities Corp. was included on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
James Cherry
Chief Compliance OfficerCRD 2870353
Contacts
3 of 85John Lessley
Sales ManagerCRD 2393295
Jason Ware
Managing DirectorCRD 4712289
Brooke Hendrix
Fixed Income SalesCRD 7285322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Germantown, TN
Shelby
Location
Germantown, TN
Headquartered in Germantown, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 6750 Poplar Ave
- Time zone
- CT (UTC-6)
- Office locations
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