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JS

Jeffrey K. Sheen

CASH APP INVESTING
OAKLAND, CA 94612
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CRD#: 3235564
JS
Jeffrey Keith SheenCASH APP INVESTING

Professional summary

Jeffrey Keith Sheen, who also goes by Jeffrey K Sheen, Jeff Sheen, is a registered financial professional currently at CASH APP INVESTING LLC located in Oakland, California.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2000. Jeffrey has worked at 8 firms and has passed the Series 63, Series 66, Series 52TO, SIE, Series 7, Series 10 and Series 9 exams.

Aliases

Jeffrey K Sheen | Jeff Sheen

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 Keith Sheen'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®
None

Experience

Current

November 14, 2025 - Present

CASH APP INVESTING LLC

Office #1: 1955 Broadway Suite 600, Oakland, CA 94612
BD
CRD#: 144076
OAKLAND, CA
Past

January 2, 2025 - July 14, 2025

ZIONS DIRECT, INC.

BD
CRD#: 17776
SALT LAKE CITY, UT
Past

July 13, 2018 - September 29, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

November 23, 2011 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
AMERICAN FORK, UT
Past

April 4, 2006 - September 29, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT
Past

August 20, 2002 - February 21, 2006

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SALT LAKE CITY, UT
Past

November 1, 2000 - August 27, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

April 28, 2000 - November 1, 2000

MORGAN STANLEY DEAN WITTER ONLINE INC.

BD
CRD#: 34925
SAN FRANCISCO, CA

State Registrations and Notice Filings

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

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
Alabama
(11/17/2025)
RR
Alaska
(11/17/2025)
RR
Arizona
(11/20/2025)
RR
Arkansas
(12/1/2025)
RR
California
(11/17/2025)
RR
Colorado
(11/17/2025)
RR
Connecticut
(11/17/2025)
RR
Delaware
(11/18/2025)
RR
District of Columbia
(11/24/2025)
RR
Florida
(11/14/2025)
RR
Georgia
(11/17/2025)
RR
Hawaii
(11/17/2025)
RR
Idaho
(11/17/2025)
RR
Illinois
(11/14/2025)
RR
Indiana
(11/18/2025)
RR
Iowa
(11/17/2025)
RR
Kansas
(11/17/2025)
RR
Kentucky
(11/14/2025)
RR
Louisiana
(11/17/2025)
RR
Maine
(11/19/2025)
RR
Maryland
(12/4/2025)
RR
Massachusetts
(11/17/2025)
RR
Michigan
(11/14/2025)
RR
Minnesota
(11/14/2025)
RR
Mississippi
(11/14/2025)
RR
Missouri
(11/17/2025)
RR
Montana
(11/14/2025)
RR
Nebraska
(11/14/2025)
RR
Nevada
(11/18/2025)
RR
New Hampshire
(11/19/2025)
RR
New Jersey
(11/14/2025)
RR
New Mexico
(11/18/2025)
RR
New York
(11/20/2025)
RR
North Carolina
(11/18/2025)
RR
North Dakota
(11/24/2025)
RR
Ohio
(11/16/2025)
RR
Oklahoma
(11/14/2025)
RR
Oregon
(11/16/2025)
RR
Pennsylvania
(11/17/2025)
RR
Rhode Island
(11/18/2025)
RR
South Carolina
(11/14/2025)
RR
South Dakota
(11/14/2025)
RR
Tennessee
(11/18/2025)
RR
Texas
(11/14/2025)
RR
Utah
(11/17/2025)
RR
Vermont
(11/17/2025)
RR
Virginia
(11/19/2025)
RR
Washington
(11/14/2025)
RR
West Virginia
(11/24/2025)
RR
Wisconsin
(11/19/2025)
RR
Wyoming
(11/17/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 1/23/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/22/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/27/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 8/25/2004
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 7/13/2004
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CASH APP INVESTING LLC
BLUE TIGER WEALTH MANAGEMENT | THIRD PARTY TRADE LLC | KACZMAREK FORSYTH & FRANK, LLC | KACZMAREK FINANCIAL SERVICES. LLC | KACZMAREK FINANCIAL SERVICES, LLC | CASH APP INVESTING LLC | BLUE TIGER WEALTH MANAGEMENT, LLC

CRD#: 144076 / SEC#: , 8-67630

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
400 Sw 6th Avenue Suite 210, Portland, OR 97214
Mailing Address
400 Sw 6th Avenue 11th Floor, Portland, OR 97204
Phone number
(855) 998-1788
Established
Delaware since 02/22/2019
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)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
THIRD PARTY TECHNOLOGIES INC.100% OWNER
ADKINS, ASHLEY NICOLECHIEF COMPLIANCE OFFICER5919852
KOLAR, LOGAN STEVENSONFINANCIAL AND OPERATIONS PRINCIPAL6496667
KOLAR, LOGAN STEVENSONCHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER6496667

Disclosures

Regulatory Event1

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

CASH APP INVESTING LLC

CRD#: 144076Oakland, CA 94612

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