Jackie Sue Shupe
Investment adviser representative at LPL Financial LLC
38 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
38 years in the industry.
- LPL Financial LLCApr 2020 to now
- Simmons BankApr 2020 to now
- Landmark InvestmentsOct 2015 to Apr 2020
- Raymond James Financial ServicesOct 2015 to Apr 2020
- Raymond James Financial Services Advisors Inc.Oct 2015 to Apr 2020
- Landmark Bank (aquired By Simmons Bank)Aug 1988 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2141796
- Firm CRD
- 6413