Cooper Elijah Jacks

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

• 06/2024 → Present
  Lpl Financial
  Portland, IN
• 08/2020 → 05/2024
  Wabash College
  Crawfordsville, IN
• 08/2016 → 05/2020
  Jay County High School
  Portland, IN

Other Businesses

1. 05/02/2025 - Jacks and Associates Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - At Reported Business Location (s) - Start date: 04/08/2025 - 120 Hrs/Mth - 7 Hrs During Trading. 2. 05/02/2025 - Jay Financial Advisors, INC. - Business Entity For Tax/Investment Purposes Only - Non Inv related - PORTLAND IN - Start Date: 04/08/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-18