Jonathan Sharp

Current Employers

Employment History

• 06/2024 → Present
  J Sharp E.A .
  Kurtistown, HI
• 08/2008 → 04/2022
  Freeport Mcmoran Copper And Gold
  Phoenix, AZ
• 08/2025 → Present
  Comprehensive Financial Services
  Los Angeles, CA
• 08/2025 → 09/2025
  Avantax Investment Services Inc.
  Kurtistown, HI
• 08/2025 → 09/2025
  Avantax Advisory Services
  Kurtistown, HI
• 05/2022 → 11/2024
  Robert C. Kern Ea
  Kurtistown, HI
• 09/2025 → Present
  Comprehensive Financial Services
  Los Angeles, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Los Angeles, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) COMPREHENSIVE FINANCIAL SERVICES POSITION: Referring Representative NATURE: I'm an enrolled agent and paid tax preparer with future plans once fully licensed to work with CFS through SPP referrals. When I am working with clients that can benefit from tax incentivized savings or investing I plan to work with CFS to provide them with this service. I also plan to provide CFS with any advice needed for specific tax senarios. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2025 ADDRESS: 801 S. Figueroa St., Suite 1120, Los Angeles CA 90017, United States DESCRIPTION: Provide clients with services provided by CFS. Provide clients with the tax incentives and benefits of working with a CFS. Create dialogue and relationships between clients and CFS. Ensure there is good communication and execution of tax incentivized investments. Work with CFS throughout the year to maximize clients investments using tax strategies. I will be a strategic partner through the SPP partnership program. I do not work directly with CFS.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-04