Jackson Reese Shubert

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

• 08/2018 → 06/2022
  The Citadel, The Military College Of South Carolina
  Charleston, SC
• 08/2011 → 05/2018
  Southside Christian School
  Greenville, SC
• 06/2021 → 08/2021
  Beacon Pointe Advisors
  Greenville, SC
• 05/2019 → 08/2019
  Chuck Griffith Builders
  Simpsonville, SC
• 05/2018 → 08/2018
  Chuck Griffith Builders
  Simpsonville, SC
• 05/2017 → 08/2017
  Chuck Griffith Builders
  Simpsonville, SC
• 06/2022 → 09/2025
  Ubs Financial Services
  Greenville, SC
• 09/2025 → Present
  Lpl Financial Llc
  Greenville, SC

Previous Registrations

• 2024-06-03 → 2025-09-17
  Ubs Financial Services Inc.
  Greenville, SC

Other Businesses

1. 09/2025- Ox Road Capital- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth- 8 Hrs During Trading- Start Date 09/10/2025

Exams

• S66 Uniform Combined State Law Examination
  2024-06-03

Other Names

• Jack Shubert