History

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JJCS Financial Services was founded by Jacob J.C. (Jake) Short. This Houston-based firm was established to better serve the community. Jake knew that many of his clients had differing financial goals and were confused by the number and type of options available to them. He decided to create a firm that would assist people with their financial concerns. He seeks to help investors feel comfortable by assisting them in a knowledgeable, courteous, and professional manner.

Jake considers the needs of each individual family and often works with three generations to construct a wealth strategy that simplifies the complexities of financial assets in a systematic way. He has over 20 years' experience and specializes in estatefinancial, and retirement planning. Jake's practice has been built through strong personal relationships and referrals from satisfied clients.

JJCS Financial Services chose to partner with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the U.S. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.

Vista Club
 

Jacob J.C. Short is proud to have been recognized as a Vista Club advisor for 2018—a distinction based on annual production that places him among the top 27 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.