Jeff Sharp Location
Carmel, IN, US
Jeff Sharp Work
- 2023 - now Senior Wealth Advisor @ Shepherd Financial, LLC
- 2015 - 2023 Wealth Advisor @ Shepherd Financial, LLC
- 2014 - 2015 Private Client Advisor @ J.P. Morgan
- 2012 - 2014 Financial Advisor @ J.P. Morgan
- 2009 - 2012 Licensed Personal Banker @ Chase
- 2008 - 2009 Assistant Branch Manager @ Flagstar Bank
- 2007 - 2008 Personal Banker @ Flagstar Bank
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
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 2 emails and 3 mobile phone numbers on RocketReach.
5 free lookup(s).
Looking for a different Jeff Sharp?
Find contact details for 700 million professionals.
Others Named Jeff Sharp
Top Shepherd Financial, LLC Employees
-
Tom Mayer
Chief Executive Officer at Shepherd Financial, LLC
Carmel, IN, US15+ -
Alex Sylvester
President - Institutional Advising at Shepherd Financial, LLC
Indianapolis, IN, US21 -
Dane Young
Wealth Associate at Shepherd Financial, LLC
New Albany, IN, US12 -
Dave Jacocks
Financial Mentor at Shepherd Financial, LLC
Fishers, IN, US23 -
George Lauck
Wealth Advisor at Shepherd Financial, LLC
Indianapolis, IN, US34 -
Jeff Sharp
Senior Wealth Advisor at Shepherd Financial, LLC
Carmel, IN, US25+ -
14
-
Brea Dantin
Retirement Plan Consultant at Shepherd Financial, LLC
North Port, FL, US25+ -
2
-
Garrett Smith
Wealth Advisor at Shepherd Financial, LLC
New Albany, IN, US15+ -
Thomas Gettelfinger
Wealth Advisor at Shepherd Financial, LLC
Indianapolis, IN, US11
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
