Jeffrey SharpCRD Number: 1408285
Current Firm: Silverstone Asset Management Inc.
Jeffrey Sharp (CRD# 1408285) is an Investment Advisor Representative working at Silverstone Asset Management Inc. in Omaha, NE and has over 32 years of experience in the finance industry. Jeffrey Sharp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Silverstone Asset Management, Inc.||Omaha, NE||Jul 2012 - Current||5|
|M Holdings Securities, Inc.||Omaha, NE||Dec 2000 - Current||17|
|Silverstone Group, Inc.||Omaha, NE||Dec 1991 - Current||26|
|M Holdings Securities, Inc.||Omaha, NE||Jan 2001 - Sep 2012||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S65||NASAA Investment Advisors Law Examination||Apr 1993|
Total Assets Under Management555MILLIONS
Total Number of Accounts211ACCOUNTS
Average Account Value$2,630,084
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IA, NE, SD