Jeff Sharp Email & Phone Number
Partner | Senior Wealth Advisor @ Shepherd Financial, LLC
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Jeff Sharp Location
- Carmel, IN, US
Jeff Sharp Work
- Partner | Senior Wealth Advisor @ (July 2026 - Present)
- Senior Wealth Advisor @ (September 2023 - Present)
- Wealth Advisor @ (February 2015 - September 2023)
- Private Client Advisor @ (January 2014 - January 2015)
- Financial Advisor @ (January 2012 - January 2014)
- Licensed Personal Banker @ (December 2009 - January 2012)
- Assistant Branch Manager @ (January 2008 - December 2009)
- Personal Banker @ (May 2007 - December 2008)
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 Partner | Senior Wealth Advisor at Shepherd Financial, LLC. Jeff Sharp brings experience from previous roles at Shepherd Financial, LLC and J.P. Morgan. 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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