Jon P. Ahrens

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT

Charleston, SC 29406

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CRD#: 4692975

Professional summary

Jon Peter Ahrens, AIF® is a registered financial advisor currently at SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC located in Charleston, South Carolina.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jon has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Jon Peter Ahrens'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 4, 2026 - Present

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

Office #1: 2440 Mall Drive, Charleston, SC 29406

RIA

CRD#: 165306

Charleston, SC

Past

May 3, 2010 - February 27, 2026

SOUTHSTATE ADVISORY, INC.

RIA

CRD#: 153113

Charleston, SC

Past

May 16, 2006 - August 20, 2009

AMERICAN PENSIONS, INC.

RIA

CRD#: 129839

GREENVILLE, SC

Past

December 17, 2003 - October 17, 2005

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

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".

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

CRD#: 165306 / SEC#: 801-77650

RIA

Registered Investment Advisory firm - (2/28/2013 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.

Highlighted states indicate IAR registrations

IAR

South Carolina
(1/4/2026)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/15/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/19/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/16/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

CRD#: 165306 / SEC#: 801-77650

RIA

Registered Investment Advisory firm - (2/28/2013 Approved)

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Contact information

Main Address

520 Gervais Street, Columbia, SC 29201

Mailing Address

Phone number

(803) 231-3492

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV BROCHURE 2026- ANNUAL (1/30/2026)

Regulatory assets under management

Total Number of Accounts	1,583
AUM (Assets Under Management)	$ 4,956,973,083

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2025	Cover Page	Report
12/26/2024	Cover Page	Report
01/29/2024	Cover Page	Report
06/22/2023	Cover Page	Report

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

Firm Stability Insights

Jon P. Ahrens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Peter Ahrens's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

SOUTHSTATE ADVISORY, INC.

AMERICAN PENSIONS, INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2006

Series 63

Date: 12/19/2003

Series 6

Date: 12/16/2003

Current Firm

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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