Jeffrey A Sharp
Professional Summary
Jeffrey A Sharp is a registered financial advisor currently at SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC located in Carmel, Indiana and PRIVATE CLIENT SERVICES, LLC located in Carmel , Indiana. Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jeffrey has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
Contact Information
Main Address
111 Congressional Blvd., Suite 100, Carmel, IN 46032Phone Number
(317) 975-5033# of Employees
45SEC notice filing (17 States and Territories)
Registered to provide investment advisory services in 17 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
3,041AUM (Assets Under Management)
$6,177,640,329Similar Advisors
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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.
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Primary Firm SEC Registration
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
State Registrations and Notice Filings
(9/25/2026)
(9/25/2026)
(6/1/2021)
(9/25/2026)
(9/25/2026)
(9/25/2026)
(9/25/2026)
(9/25/2026)
(9/25/2026)
(9/25/2026)
(9/25/2026)
(9/25/2026)
(9/3/2024)
(9/25/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2010About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey A Sharp's CRS (Customer Relationship Summary).
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