Jeffrey D. Sharon

COHEN & STEERS SECURITIES

New York, NY 10036

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CRD#: 2503688

Professional summary

Jeffrey David Sharon, CFP®, CIMA® is a registered financial professional currently at COHEN & STEERS SECURITIES, LLC located in New York, New York.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1994. Jeffrey has worked at 8 firms and has passed the Series 63, SIE, Series 3, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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) - BD

Click below to view Jeffrey David Sharon'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

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 24, 2020 - Present

COHEN & STEERS SECURITIES, LLC

Office #1: 1166 Avenue Of The Americas 30th Floor, New York, NY 10036

CRD#: 29258

New York, NY

Past

May 25, 2019 - June 28, 2019

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

January 7, 2011 - May 25, 2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

September 25, 2009 - January 13, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

August 20, 2005 - September 28, 2009

BOFA DISTRIBUTORS, INC.

CRD#: 30683

ORLANDO, FL

Past

July 26, 2005 - August 20, 2005

BACAP DISTRIBUTORS, LLC

CRD#: 46088

CHARLOTTE, NC

Past

March 3, 2004 - January 19, 2005

BACAP DISTRIBUTORS, LLC

CRD#: 46088

CHARLOTTE, NC

Past

May 13, 2002 - July 7, 2003

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

August 11, 1994 - June 6, 2000

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Alabama
(7/24/2020)

Alaska
(7/24/2020)

Arizona
(7/24/2020)

Arkansas
(7/24/2020)

California
(7/24/2020)

Colorado
(7/24/2020)

Connecticut
(7/24/2020)

Delaware
(7/24/2020)

District of Columbia
(7/24/2020)

Florida
(7/24/2020)

Georgia
(7/24/2020)

Hawaii
(7/24/2020)

Idaho
(7/24/2020)

Illinois
(7/24/2020)

Indiana
(7/24/2020)

Iowa
(7/24/2020)

Kansas
(7/24/2020)

Kentucky
(7/24/2020)

Louisiana
(7/24/2020)

Maine
(7/24/2020)

Maryland
(7/24/2020)

Massachusetts
(7/24/2020)

Michigan
(7/24/2020)

Minnesota
(7/24/2020)

Mississippi
(7/24/2020)

Missouri
(7/24/2020)

Montana
(7/24/2020)

Nebraska
(7/24/2020)

Nevada
(7/24/2020)

New Hampshire
(7/24/2020)

New Jersey
(7/24/2020)

New Mexico
(7/24/2020)

New York
(7/24/2020)

North Carolina
(7/24/2020)

North Dakota
(7/24/2020)

Ohio
(7/24/2020)

Oklahoma
(7/24/2020)

Oregon
(7/24/2020)

Pennsylvania
(7/24/2020)

Puerto Rico
(7/24/2020)

Rhode Island
(7/24/2020)

South Carolina
(7/24/2020)

South Dakota
(7/24/2020)

Tennessee
(7/24/2020)

Texas
(7/24/2020)

Utah
(7/24/2020)

Vermont
(7/24/2020)

Virgin Islands
(7/24/2020)

Virginia
(7/24/2020)

Washington
(7/24/2020)

West Virginia
(7/24/2020)

Wisconsin
(7/24/2020)

Wyoming
(7/24/2020)

Exams

State Security Law Exam

Series 63

Date: 1/10/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 8/12/2013

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 11/21/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/10/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/8/2020

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

COHEN & STEERS SECURITIES, LLC

COHEN & STEERS SECURITIES, INC. | COHEN & STEERS SECURITIES, LLC

CRD#: 29258 / SEC#: , 8-44123

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

1166 Avenue Of The Americas 30th Floor, New York, NY 10036

Mailing Address

1166 Avenue Of The Americas 30th Floor, New York, NY 10036

Phone number

(212) 832-3232

Established

Delaware since 11/13/2001

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
COHEN & STEERS CAPITAL MANAGEMENT INC.	SHAREHOLDER	106266
DERECHIN, ADAM M	VICE PRESIDENT	2531374
MURPHY, STEPHEN THOMAS	CHIEF COMPLIANCE OFFICER	2340624
POLI, FRANCIS CASIMIR	PRESIDENT, DIRECTOR	1628917
TEUFEL, FREDERICK CHARLES	FINOP, PFO AND POO	2092408

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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Jeffrey D. Sharon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey David Sharon's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESCO DISTRIBUTORS, INC.

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BOFA DISTRIBUTORS, INC.

BACAP DISTRIBUTORS, LLC

BACAP DISTRIBUTORS, LLC

TRUIST INVESTMENT SERVICES, INC.

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

State Registrations and Notice Filings

Exams

Series 63

Date: 1/10/1995

SIE

Date: 10/1/2018

Series 3

Date: 8/12/2013

Series 7

Date: 11/21/1995

Series 6

Date: 8/10/1994

Series 24

Date: 12/8/2020

FINRA

Current Firm

COHEN & STEERS SECURITIES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

COHEN & STEERS SECURITIES, LLC

TRUST BUT VERIFY

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