Jacob Joseph Clay Short

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2003 → 07/2025
  Commonwealth Financial Network
  Waltham, MA
• 07/2025 → Present
  Lpl Financial Llc
  Ingram, TX

Previous Registrations

• 2003-12-19 → 2025-07-07
  Commonwealth Financial Network
  Houston, TX
  Ingram, TX
  Bellaire, TX
  Houston, TX
• 2002-06-26 → 2003-12-31
  New England Securities
  Houston, TX

Other Businesses

1.07/02/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name JJCS Financial Services; Investment Related; at Reported Business Location(s); Start Date 05/22/2025; 75hrs/mth; 7.5hrs during trading 2.07/02/2025; Falling Rock Interests, LLC; Real Estate Rental; Investment Related; Ingram,TX; Start Date 05/22/2025; 5hrs/mth; 0hrs during trading 3.07/02/2025; Short Wildlife Management, LLC; Real Estate Rental; Investment Related; Ingram,TX; Start Date 05/22/2025; 4hrs/mth; 0hrs during trading 4.07/02/2025; Lazy L-cross Management, LLC; Ranching; Not Investment Related; at Reported Business Location(s); Start Date 05/22/2025; 5hrs/mth; 0hrs during trading 5.07/02/2025; L Cross Ranch; Cattle Ranch; Not Investment Related; at Reported Business Location(s); Start Date 05/22/2025; 5hrs/mth; 0hrs during trading 6.07/02/2025; J Cross Ranch; Cattle and Goat Ranching; Not Investment Related; at Reported Business Location(s); Start Date 05/22/2025; 10hrs/mth; 0hrs during trading 7.01/28/2026; Falling Rock Holdings LLC; Real Estate Rental; Investment Related; Ingram,TX; Start Date 01/07/2026; 40hrs/mth; 10hrs during trading 8.05/18/2026; Table 39; Business Owner; Not Investment Related; Ingram,TX; Start Date 05/08/2026; 10hrs/mth; 0hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-26
• S63 Uniform Securities Agent State Law Examination
  1988-09-15

Other Names

• Jake Short
• Jacob J Short
• Jacob J.C. Short