Jeffrey D. Sharp
HUB INVESTMENT ADVISORS,
Omaha, NE 68154
Some features on this profile are disabled
CRD#: 1408285
Professional summary
Jeffrey Donald Sharp, CFP®, CPWA® is a registered financial advisor currently at HUB INVESTMENT ADVISORS, INC located in Omaha, Nebraska and M HOLDINGS SECURITIES, INC. located in Omaha, Nebraska.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Jeffrey has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) M HOLDINGS SECURITIES, INC.; INVESTMENT RELATED; ADDRESS: 1125 NW COUCH STREET #900, PORTLAND, OR 97209; BUSINESS: REGISTERED BROKER-DEALER; TITLE: REGISTERED REPRESENTATIVE; START DATE: 12/2000; 20 HOURS/MONTH; 20 HOURS/MONTH DURING BUSINESS HOURS; DUTIES: ENTITY IS MY BROKER-DEALER. 2) HUB INTERNATIONAL GREAT PLAINS; 11516 MIRACLE HILLS DRIVE SUITE 100 OMAHA, NE 68154; MEMBER FIRM AFFILIATION; INVESTMENT RELATED; EXECUTIVE VICE PRESIDENT; MANAGE RETIREMENT AND PRIVATE WEALTH DEPARTMENT; 12/01/2019; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING TRADING HOURS. 3) HUB INVESTMENT ADVISORS, INC; 11516 MIRACLE HILLS DRIVE OMAHA, NE 68154; REGISTERED INVESTMENT ADVISOR; INVESTMENT RELATED; WEALTH ADVISOR; PROVIDE WEALTH MANAGEMENT AND INVESTMENT ADVISORY SERVICES; 07/30/2012; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING TRADING HOURS. 4) P39, LLC; 1701 E 14 Road, Aurora NE 68818; Farming; Not investment-related; Managing Member; Intended to be exclusively for the benefit of my immediate family as a wealth management vehicle. Lease farm ground to tenants and manage operating expenses; 8/1/2019; 20 hours per month; 5 hours per month during trading hours. 5) HUB INTERNATIONAL INVESTMENT SERVICES, INC.; INVESTMENT RELATED; ADDRESS: 9200 WARD PARKWAY, SUITE 500, KANSAS CITY, MO 64114; BUSINESS: ACCOMIDATION BROKER-DEALER; TITLE: REGISTERED REPRESENTATIVE; START DATE: 9/2022; 0 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; DUTIES: ENTITY IS MY ACCOMMODATION BROKER-DEALER.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Donald Sharp's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1988
CPWA®
Start date: 2014-04-17
Expire date: 2024-03-31
Experience
Current
July 30, 2012 - Present
HUB INVESTMENT ADVISORS, INC
Office #1: 11516 Miracle Hills Dr. Suite 100, Omaha, NE 68154RIA
CRD#: 164600
Omaha, NE
Current
December 15, 2000 - Present
M HOLDINGS SECURITIES, INC.
Office #1: 11516 Miracle Hills Drive Suite 100, Omaha, NE 68154RIA
BD
CRD#: 43285
Omaha, NE
Current
September 8, 2022 - Present
HUB INTERNATIONAL INVESTMENT SERVICES INC.
Office #1: 9200 Ward Parkway, Suite 500, Kansas City, MO 64114BD
CRD#: 150252
Kansas City, MO
Past
January 12, 2001 - October 2, 2012
M HOLDINGS SECURITIES, INC.
RIA
CRD#: 43285
OMAHA, NE
Past
November 19, 1992 - December 20, 2000
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
June 14, 1991 - November 27, 1992
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
November 19, 1985 - July 16, 1991
GREEN HILL FINANCIAL SERVICE CORPORATION
BD
CRD#: 4882
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HI
HUB INVESTMENT ADVISORS, INC
HUB INVESTMENT ADVISORS | SILVERSTONE ASSET MANAGEMENT, INC., A HUB INTERNATIONAL COMPANY | SILVERSTONE ASSET MANAGEMENT INC | HUB INVESTMENT ADVISORS, INC
CRD#: 164600 / SEC#: 801-76898
RIA
Registered Investment Advisory firm - (7/20/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/3/2004)
RR
California(12/15/2000)
RR
Colorado(7/25/2025)
RR
Florida(12/15/2000)
RR
Georgia(1/11/2022)
RR
Illinois(7/25/2025)
RR
Iowa(12/15/2000)
IAR
Iowa(7/30/2012)
RR
Kansas(12/15/2000)
RR
Minnesota(7/25/2025)
RR
Missouri(12/15/2000)
RR
Nebraska(12/15/2000)
IAR
Nebraska(8/22/2012)
RR
North Dakota(12/15/2022)
RR
Ohio(1/11/2022)
RR
Pennsylvania(7/25/2025)
RR
South Dakota(8/28/2007)
RR
Texas(7/25/2025)
RR
Wisconsin(12/15/2000)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
HI
HUB INVESTMENT ADVISORS, INC
HUB INVESTMENT ADVISORS | SILVERSTONE ASSET MANAGEMENT, INC., A HUB INTERNATIONAL COMPANY | SILVERSTONE ASSET MANAGEMENT INC | HUB INVESTMENT ADVISORS, INC
CRD#: 164600 / SEC#: 801-76898
RIA
Registered Investment Advisory firm - (7/20/2012 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
11516 Miracle Hills Dr. Suite 100, Omaha, NE 68154
Mailing Address
Phone number
(402) 964-5400
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 529 |
| AUM (Assets Under Management) | $ 2,073,694,709 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HUB INVESTMENT ADVISORS, INC
CRD#: 164600Omaha, NE 68154TRUST BUT VERIFY
Monitor Jeffrey Sharp
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
