Jackson Reese Shubert
Investment adviser representative at LPL Financial LLC
15 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
15 years in the industry.
- LPL Financial LLCSep 2025 to now
- UBS Financial ServicesJun 2022 to Sep 2025
- Beacon Pointe AdvisorsJun 2021 to Aug 2021
- Chuck Griffith BuildersMay 2019 to Aug 2019
- The Citadel, the Military College of South CarolinaAug 2018 to Jun 2022
- Chuck Griffith BuildersMay 2018 to Aug 2018
- Chuck Griffith BuildersMay 2017 to Aug 2017
- Southside Christian SchoolAug 2011 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7535511
- Firm CRD
- 6413