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Jacob Short

Charles Schwab & Co., Inc.

Troy, MI

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-17
  • MI RA
    APPROVED
    Since 2026-01-17

Branch Locations

987 Wilshire Drive Suite A, Troy, MI 48084 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Full Time Education Libertyville IL 10/2015 05/2025
Tiaa Charlotte NC 06/2024 08/2024
Shade Cloth Store Llc Mundelein IL 05/2023 08/2023
Modern Media Tech Lake Bluff IL 05/2021 08/2023
Libertyville Sports Complex Libertyville IL 08/2019 03/2020
Unemployed Libertyville IL 09/2024 07/2025
Charles Schwab & Co., Inc. Troy MI 10/2025 Present
  • 10/2015 → 05/2025
    Full Time Education
    Libertyville, IL
  • 06/2024 → 08/2024
    Tiaa
    Charlotte, NC
  • 05/2023 → 08/2023
    Shade Cloth Store Llc
    Mundelein, IL
  • 05/2021 → 08/2023
    Modern Media Tech
    Lake Bluff, IL
  • 08/2019 → 03/2020
    Libertyville Sports Complex
    Libertyville, IL
  • 09/2024 → 07/2025
    Unemployed
    Libertyville, IL
  • 10/2025 → Present
    Charles Schwab & Co., Inc.
    Troy, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-16
  • S66 Uniform Combined State Law Examination
    2026-01-16

View on SEC IAPD

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STRAIGHTLINE
MAXWELL INVESTMENT ADVISORY SERVICES

Other Investors

MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

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