Jeff Sharp Email & Phone Number
Senior Wealth Advisor @ Shepherd Financial, LLC
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Jeff Sharp Location
- Carmel, IN, US
Jeff Sharp Work
- 2023 -now Senior Wealth Advisor @
- 2015 -2023 Wealth Advisor @
- 2014 -2015 Private Client Advisor @
- 2012 -2014 Financial Advisor @
- 2009 -2012 Licensed Personal Banker @
- 2008 -2009 Assistant Branch Manager @
- 2007 -2008 Personal Banker @
Jeff Sharp Education
- Indiana University Bloomington
Bachelor’s Degree
Jeff Sharp Skills
- Series 6
- Series 7
- Series 63
- Series 66
- Life Insurance
- Variable Annuities
- Microsoft Office
- Financial Planning
- Retirement Income Strategies
- Asset Allocation
- Wealth Management
- Investments
- Strategic Planning
- Retirement Planning
- Financial Services
- Retirement
- Securities
- Financial Advisory
- Portfolio Management
- Mutual Funds
- Insurance
- Finance
- Financial Analysis
Jeff Sharp Summary
- Jeff Sharp, based in Carmel, IN, US, is currently a Senior Wealth Advisor at Shepherd Financial, LLC. Jeff Sharp brings experience from previous roles at Shepherd Financial, LLC, J.P. Morgan and Chase. Jeff Sharp holds a Bachelor’s Degree @ Indiana University Bloomington. With a robust skill set that includes Series 6, Series 7, Series 63, Series 66, Life Insurance and more. Jeff Sharp has 1 emails and 3 mobile phone numbers on RocketReach.
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