Jarrett I. Sharp

SHARPER IMAGE FINANCIAL SERVICES

Erie, CO 80516

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CRD#: 7187369

Professional summary

Jarrett Ian Sharp, who also goes by Jarrett Sharp, is a registered financial advisor currently at SHARPER IMAGE FINANCIAL SERVICES, LLC located in Erie, Colorado.

Jarrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jarrett has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jarrett Sharp

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 Jarrett Ian Sharp's 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

February 25, 2024 - Present

SHARPER IMAGE FINANCIAL SERVICES, LLC

Office #1: 764 Boulder Peak Ave, Erie, CO 80516

RIA

CRD#: 330048

Erie, CO

Past

March 24, 2021 - July 28, 2023

THE MILLSTONE EVANS GROUP, LLC

RIA

CRD#: 311142

BOULDER, CO

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.

Highlighted states indicate IAR registrations

IAR

California
(5/14/2025)

IAR

Colorado
(2/25/2024)

IAR

Florida
(4/8/2025)

IAR

Georgia
(4/3/2025)

IAR

North Carolina
(3/27/2025)

IAR

Texas
(5/6/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/23/2021

Uniform Investment Adviser Law Examination

Current Firm

SHARPER IMAGE FINANCIAL SERVICES, LLC

CRD#: 330048 / SEC#:

California

Registered Investment Advisory firm - (5/14/2025 Approved)

Colorado

Registered Investment Advisory firm - (2/25/2024 Approved)

Florida

Registered Investment Advisory firm - (4/8/2025 Approved)

Georgia

Registered Investment Advisory firm - (4/3/2025 Approved)

North Carolina

Registered Investment Advisory firm - (3/26/2025 Approved)

Texas

Registered Investment Advisory firm - (5/6/2025 Approved)

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Contact information

Main Address

Erie, CO

Mailing Address

Phone number

(720) 223-0900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 1,305,105

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

Jarrett I. Sharp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jarrett Ian Sharp's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHARPER IMAGE FINANCIAL SERVICES, LLC

THE MILLSTONE EVANS GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/23/2021

Current Firm

SHARPER IMAGE FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SHARPER IMAGE FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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