Jeffrey A Sharp

Current Employers

Employment History

• 03/2015 → Present
  Lincoln Investment
  Wyncote, PA
• 02/2015 → Present
  Shepherd Financial
  Carmel, IN

Previous Registrations

• 2012-10-01 → 2015-02-25
  J.P. Morgan Securities Llc
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
• 2012-03-02 → 2012-10-01
  Chase Investment Services Corp.
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

SHEPHERD FINANCIAL INVESTMENT ADVISORY, LLC. POSITION: IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2015 ADDRESS: 111 Congressional Boulevard, Ste 100, Carmel IN 46032, United States DESCRIPTION: Act as IAR to individual wealth management clients. SHEPHERD FINANCIAL, LLC POSITION: Senior Wealth Advisor NATURE: Retirement Plan Consulting & Individual Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 02/01/2015 ADDRESS: 111 Congressional Boulevard, Suite 100, Carmel IN 46032, United States DESCRIPTION: Responsible for client service to individiual wealth management clients. SHEPHERD FINANCIAL, LLC - INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2015 ADDRESS: 111 Congressional Boulevard, Suite 100, Carmel IN 46032, United States DESCRIPTION: Sales and service of insruance products

Exams

• S66 Uniform Combined State Law Examination
  2012-02-29
• S63 Uniform Securities Agent State Law Examination
  2010-02-16