Career
Jane Caldwell has been Chief Operating Officer of Ridgemont Partners Management since February 2025. Jane Caldwell is a control person of the firm and directly owns under 5% of it. Jane Caldwell holds a Master’s in Accounting from the University of North Carolina at Chapel Hill and a B.S. in Business Administration from the University of North Carolina at Chapel Hill.
Ridgemont Partners Management, LLC is a Charlotte, NC firm with $10.3B under management, 32 clients and 61 advisers across 2 offices, as of its March 2026 filing.
Ridgemont lists Jane Caldwell’s prior experience at BlackArch Partners, Goldman Sachs, The Motley Fool and PricewaterhouseCoopers.
No adviser firm registrations are on Jane Caldwell’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 15 April 2011 |
| Series 24 | General Securities Principal Examination | 30 March 2011 |
| Series 79 | Investment Banking Registered Representative Examination | 5 November 2010 |
| Series 27 | Financial and Operations Principal Examination | 14 August 2010 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Financial and Operations Principal Examination
Individual record
- Full name
- Jane Hudson Caldwell
- CRD
- 5101869
- Firm bio
- ridgemontep.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Jane Caldwell work?
Jane Caldwell has been Chief Operating Officer of Ridgemont Partners Management, LLC since February 2025, and is a control person of the firm.
Does Jane Caldwell have a current investment-adviser registration?
Jane Caldwell has no current investment-adviser or broker registration.
What exams has Jane Caldwell passed?
Jane Caldwell has passed 5 licensing exams: the Series 27, Series 79, Series 24, Series 63 and Series 99TO. The earliest, the Series 27, was passed in August 2010. FINRA credited Jane Caldwell with the SIE, which began in October 2018.