Jeffrey Sharp
Jeffrey Sharp is a registered investment advisor at Shepherd Financial Investment Advisory LLC, based in Fort Washington, PA, with 16 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,091 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shepherd Financial provides investment management through a wrap fee program. The annual fee ranges from 0.50% to 1.20% of the value of your portfolio, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are paid monthly or quarterly. Fees may be negotiable.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey works as an IAR for Shepherd Financial Investment Advisory, LLC and as a Senior Wealth Advisor for Shepherd Financial, LLC, dedicating nearly full-time hours to the latter. He also works as an insurance agent for Shepherd Financial, LLC - Insurance, spending a few hours per week on sales and service of insurance products.
Employment History
Current Registrations
Shepherd Financial Investment Advisory LLC
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.