Christopher J. Cowan

SOLLINDA CAPITAL MANAGEMENT LLC

Savannah, GA 31406

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CRD#: 4547344

Professional summary

Christopher Jason Cowan, who also goes by C. Jason Cowan, Christopher Jason Cowan, Jason Cowan, is a registered financial advisor currently at SOLLINDA CAPITAL MANAGEMENT LLC located in Savannah, Georgia and SAXONY SECURITIES, INC. located in Savannah, Georgia.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Christopher has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

C. Jason Cowan | Christopher Jason Cowan | Jason Cowan

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.

1) Cowan Financial Group, Inc.; DBA, Investment related business 2) Cowan Farms, DBA for OBA of honey sales, and guided fishing and hunting trips 3) Piper Rd Solar, LLC; non-investment related; 14 Wild Thistle Ln. Savannah, GA, 31406; Land purchase for solar farm; managing member; began 8/31/2022; 1 hr non trade; Inv./Owner 4) Brouillette & Cowan Inc.; Investment-related; 1 Oglethorpe Prof. Blvd, Ste 102, Savannah, GA 31406; Accounting, Tax & Consulting FIrm; Owner; began 1/1/2005; 5 hrs; fees service 5) Sollinda Capital Mgmt; RIA FIrm Advisory; 200 1st Ave NW#303, Hickory, NC 28601; Fee based RIA; begins 10/01/2023; 25 hrs during trading; RIA sales 6) Legacy Financial Partners, Inc; Investment Related; 278 Harley Rd, Guyton, GA 31312; Investment Advisor, president; started 4/29/2025; 160 hours per month during trading; CPA, commissioned broker.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Jason Cowan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

December 5, 2023 - Present

SOLLINDA CAPITAL MANAGEMENT LLC

Office #1: 1 Oglethorpe Prof. Blvd. Ste. 102, Savannah, GA 31406

RIA

CRD#: 321742

Savannah, GA

Current

November 1, 2023 - Present

SAXONY SECURITIES, INC.

CRD#: 115547

Savannah, GA

Past

September 27, 2016 - November 2, 2023

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 149124

SAVANNAH, GA

Past

September 13, 2016 - November 2, 2023

CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752

SAVANNAH, GA

Past

February 7, 2008 - September 14, 2016

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

SAVANNAH, GA

Past

January 30, 2008 - September 14, 2016

INVESTORS CAPITAL CORP.

CRD#: 30613

SAVANNAH, GA

Past

June 30, 2004 - January 31, 2008

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

SAVANNAH, GA

Past

July 11, 2002 - July 23, 2004

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SOLLINDA CAPITAL MANAGEMENT LLC

CRD#: 321742 / SEC#: 801-127144

RIA

Registered Investment Advisory firm - (1/10/2023 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(11/1/2023)

Florida
(11/1/2023)

Georgia
(11/1/2023)

IAR

Georgia
(12/5/2023)

Kentucky
(11/1/2023)

Louisiana
(11/1/2023)

New Jersey
(11/1/2023)

North Carolina
(11/9/2023)

South Carolina
(11/1/2023)

Tennessee
(11/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/31/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/10/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/23/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/10/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SOLLINDA CAPITAL MANAGEMENT LLC

CRD#: 321742 / SEC#: 801-127144

RIA

Registered Investment Advisory firm - (1/10/2023 Approved)

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Contact information

Main Address

1111 Brickell Ave 10th Floor, Suite 68, Miami, FL 33131

Mailing Address

200 First Ave. Nw Suite 303a, Hickory, NC 28601

Phone number

(844) 662-1211

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE DISCLOSURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,506
AUM (Assets Under Management)	$ 909,386,653

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.

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Advisor Monitoring

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Christopher J. Cowan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Jason Cowan's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAXONY SECURITIES, INC.

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

CAPITAL INVESTMENT GROUP, INC.

INVESTORS CAPITAL CORP.

INVESTORS CAPITAL CORP.

WOODBURY FINANCIAL SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

SOLLINDA CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/31/2006

Series 63

Date: 7/10/2002

SIE

Date: 10/1/2018

Series 7

Date: 5/23/2005

Series 6

Date: 7/10/2002

FINRA

Current Firm

SOLLINDA CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOLLINDA CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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