Jeffrey J. Sharer
Professional summary
Jeffrey J Sharer, CFP®, who also goes by Jeff Sharer, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Bensalem, Pennsylvania and BANKERS LIFE SECURITIES, INC. located in Bensalem, Pennsylvania.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jeffrey has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey J Sharer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1988
Experience
July 11, 2016 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 3331 Street Road Suite 301, Bensalem, PA 19020January 15, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 3331 Street Road Suite 301, Bensalem, PA 19020September 8, 2011 - February 5, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/28/2019)
(2/12/2018)
(2/28/2023)
(1/15/2016)
(7/11/2016)
Exams
FINRA
Current Firm
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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