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CJ

Charles Jumet

Client Portfolio Manager at Chickasaw Capital Management LLC

Memphis, TN , United States

About

Charles Jumet is an investment professional based in Memphis, Tennessee, previously serving as a Client Portfolio Manager at Chickasaw Capital Management, LLC. His primary responsibilities included managing client relationships and working with investment portfolios, leveraging specialized expertise in midstream energy, MLPs (Master Limited Partnerships), and income-oriented equity strategies—key sectors of focus within Chickasaw’s asset management approach.

Throughout his career, Charles has gained substantial experience in both investment advising and brokerage services, holding registrations as an investment adviser representative and broker. He is known for his client-focused approach and his deep knowledge of the U.S. energy infrastructure sector, which is central to Chickasaw Capital's investment philosophy.

Charles’s educational background, professional designations, or notable industry contributions are not detailed in the available sources, nor are significant achievements independently verified in public records. While referenced for management and client-facing roles, no recent updates confirm his continued affiliation as a Portfolio Manager at Chickasaw Capital Management as of late 2025; his most recent public designation aligns with previous senior positions at the firm.

Career History

OrganizationRoleDate RangeDetails
Chickasaw Capital Management, LLCClient Portfolio ManagerNov 2015 to Dec 2021
Delta Field ServicesBusiness OwnerNov 2021 to Present
Wells Fargo AdvisorsMarkets and Products SpecialistJun 2014 to Oct 2015
Wells Fargo AdvisorsPortfolio SpecialistOct 2010 to Jun 2014
McGuirewoods LLPLitigation ParalegalMay 2010 to Oct 2010
Smu Legal ClinicsStudent EmployeeJun 2008 to Dec 2009
Brooks BrothersSales AssociateApr 2007 to Nov 2007
Kents Store Real EstateProject ManagerMay 2006 to Aug 2006
Campaign VirginiaCampaign AssociateJun 2005 to Aug 2005

Education

Southern Methodist University

Bachelor Of Science, Economics, History

2005 2009

Skills & Expertise

Management
Team Building
Project Management
Social Media
Microsoft Excel
Research
Training
Time Management
Customer Service
Sales

Others at Chickasaw Capital Management LLC (13)

NameRoleLocation
Ed Kelly
Ed Kelly
Managing DirectorUnited States
G
Geoffrey Mavar
PrincipalMemphis, TN , United States
J
Jim Johnstone
Managing DirectorNorth Port, FL , United States
Steven Delarosa
Steven Delarosa
Managing DirectorPinehurst, NC , United States
Vickie Gardino
Vickie Gardino
Managing DirectorMemphis, TN , United States
Alicia Ross
Alicia Ross
Client AnalystMemphis, TN , United States
Andrew Lapsley
Andrew Lapsley
Managing DirectorMemphis, TN , United States
H
Heather Ottinger
Client AnalystMemphis, TN , United States
Heather Rasch
Heather Rasch
Client AnalystMemphis, TN , United States
Luke Davis
Luke Davis
Senior Equity Research AnalystMemphis, TN , United States
Showing 1-10 of 13 team members

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