Jeffrey D. Sharp

HUB INVESTMENT ADVISORS,

Omaha, NE 68154

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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 HUB INVESTMENT PARTNERS, LLC 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 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Donald Sharp's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 1988

CPWA^®

Certified Private Wealth Advisor

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 68154

RIA

CRD#: 164600

Omaha, NE

Current

January 6, 2026 - Present

HUB INVESTMENT PARTNERS, LLC

Office #1: 11516 Miracle Hills Drive, Suite 100, Omaha, NE 68154

RIA

CRD#: 307956

OMAHA, NE

Current

December 15, 2000 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 11516 Miracle Hills Drive Suite 100, Omaha, NE 68154

RIA

CRD#: 43285

Omaha, NE

Current

September 8, 2022 - Present

HUB INTERNATIONAL INVESTMENT SERVICES INC.

Office #1: 900 S Capital Of Tx Highway Suite 350, Austin, TX 78746

CRD#: 150252

AUSTIN, TX

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

CRD#: 4806

BOSTON, MA

Past

June 14, 1991 - November 27, 1992

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

November 19, 1985 - July 16, 1991

GREEN HILL FINANCIAL SERVICE CORPORATION

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".

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 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.

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

Arizona
(8/3/2004)

California
(12/15/2000)

Colorado
(7/25/2025)

Florida
(12/15/2000)

Georgia
(1/11/2022)

Illinois
(7/25/2025)

Iowa
(12/15/2000)

IAR

Iowa
(7/30/2012)

Kansas
(12/15/2000)

Minnesota
(7/25/2025)

Missouri
(12/15/2000)

Nebraska
(12/15/2000)

IAR

Nebraska
(8/22/2012)

North Dakota
(12/15/2022)

Ohio
(1/11/2022)

Pennsylvania
(7/25/2025)

South Dakota
(8/28/2007)

Texas
(7/25/2025)

IAR

Texas
(1/6/2026)

Wisconsin
(12/15/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/13/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/31/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/29/1986

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

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Contact information

Main Address

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746

Mailing Address

Phone number

(512) 600-5390

Established

Firm type

Fiscal year end

# of Employees

144

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCG FORM ADV PART 2A - MARCH 2023 (1/23/2026)

Regulatory assets under management

Total Number of Accounts	8,633
AUM (Assets Under Management)	$ 8,979,977,344

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
04/29/2025	Cover Page	Report
01/29/2024	Cover Page	Report

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.

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Firm Stability Insights

Jeffrey D. Sharp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Donald Sharp's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUB INVESTMENT PARTNERS, LLC

M HOLDINGS SECURITIES, INC.

HUB INTERNATIONAL INVESTMENT SERVICES INC.

M HOLDINGS SECURITIES, INC.

MUTUAL SERVICE CORPORATION

CETERA WEALTH SERVICES, LLC

GREEN HILL FINANCIAL SERVICE CORPORATION

Primary Firm SEC Registration

HUB INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/13/1993

Series 63

Date: 1/31/1986

SIE

Date: 10/1/2018

Series 7

Date: 11/16/1985

Series 24

Date: 8/29/1986

FINRA

Current Firm

HUB INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HUB INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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