AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JW

John J. Woods

Some features on this profile are disabled
CRD#: 1949233
JW

Professional summary


John Justin Woods was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John is a previously registered financial professional and started their career in finance in 1989. Prior to being barred, John had worked at 4 firms, which includes SOUTHPORT CAPITAL, OPPENHEIMER & CO. INC., CIBC WORLD MARKETS CORP., LEHMAN BROTHERS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Woods

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 2, 2019 - August 26, 2021

SOUTHPORT CAPITAL

RIA
CRD#: 113364
CHATTANOOGA, TN
Past

October 7, 2004 - December 31, 2016

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
ATLANTA, GA
Past

January 3, 2003 - December 31, 2016

OPPENHEIMER & CO. INC.

BD
CRD#: 249
ATLANTA, GA
Past

July 10, 1991 - January 3, 2003

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

May 23, 1989 - July 31, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/2/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SC
SOUTHPORT CAPITAL
LIVINGSTON GROUP ASSET MANAGEMENT COMPANY | SOUTPORT CAPITAL, INC. | SOUTHPORT CAPITAL, INC. | SOUTHPORT CAPITAL | SOUTHPORT ACQUISITION SUB, INC. | LIVINGSTON WEALTH MANAGEMENT COMPANY

CRD#: 113364 / SEC#: 801-60356

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
100 W. Mlk Blvd. Suite 300 Suite 300, Chattanooga, TN 37402-2936
Mailing Address
Phone number
(423) 265-2700
Established
Firm type
Fiscal year end
# of Employees
19

Documents


Latest Form ADV

Part 2 Brochures

SOUTHPORT CAPITAL BROCHURE (3/23/2022)

Regulatory assets under management


Total Number of Accounts3,003
AUM (Assets Under Management)$ 729,563,934

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SOUTHPORT CAPITAL

CRD#: 113364

TRUST BUT VERIFY

Monitor John Woods

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics