Jeffrey Sharp
Professional summary
Jeffrey Sharp, who also goes by Jeff Sharp, Jeffrey Scott Sharp, is a registered financial professional currently at BANKERS LIFE SECURITIES, INC. located in Sherman Oaks, California.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2010. Jeffrey has worked at 5 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Sharp's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 7, 2026 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 5805 Sepulveda Blvd Suite 800, Sherman Oaks, CA 91411March 13, 2024 - February 6, 2026
MWA FINANCIAL SERVICES INC.
August 8, 2023 - November 7, 2023
MML INVESTORS SERVICES, LLC
August 5, 2022 - November 21, 2022
NYLIFE SECURITIES LLC
March 29, 2010 - March 16, 2022
FARMERS FINANCIAL SOLUTIONS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/7/2026)
Exams
FINRA
Current Firm
BANKERS LIFE SECURITIES, INC.
CRD#: 173962 / SEC#: , 8-69562
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CDOC, INC. | PARENT COMPANY | |
| GOLDBERG, SCOTT LOUIS | BOARD MEMBER | 5296395 |
| HEILMAN, CHERYL LYNN | PRESIDENT/CEO/DIRECTOR | 2114445 |
| JOSEPHSON, STEVEN M | COO, DIRECTOR | 2239540 |
| KELLY, BRETT J | DIRECTOR, BLS OPERATIONS | 4818868 |
| LAMSON, MARK LEE | DIRECTOR OF SALES PRACTICE | 1796166 |
| MCDONOUGH, PAUL H | BOARD MEMBER | 7089411 |
| ROBERTS, ALBERTA STEPHENS | CHIEF COMPLIANCE OFFICER/ SECRETARY | 2681068 |
| TUCKER, CLARK BOMAR | FINOP | 1977842 |
Disclosures
| Regulatory Event | 1 |
| Civil Event | 1 |
Red Flags
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