Senior Wealth Advisor
Current
Sep 2023 - Present
AeroLeads people directory · profile
Jeff Sharp Email & Phone Number
Senior Wealth Advisor
at
Shepherd Financial, LLC
1 work email found
@shepherdfin.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Advisor
Location
Carmel, Indiana, United States
Company size
Who is Jeff Sharp? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jeff Sharp is listed as Senior Wealth Advisor at Shepherd Financial, LLC, a company with 25 employees, based in Carmel, Indiana, United States. AeroLeads shows a work email signal at shepherdfin.com and a matched LinkedIn profile for Jeff Sharp.
Jeff Sharp previously worked as Wealth Advisor at Shepherd Financial, Llc and Private Client Advisor at J.P. Morgan. Jeff Sharp holds Bachelor’S Degree from Indiana University Bloomington.
Company email context
Email format at Shepherd Financial, LLC
This section adds company-level context without repeating Jeff Sharp's masked contact details.
{first_initial}{last}@shepherdfin.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jeff Sharp. Compare company email patterns before reaching out.
Profile bio
About Jeff Sharp
I partner with select individual investors and families to develop customized needs-based financial planning and investment strategies. I rely on a process-driven approach that combines my own experience and knowledge with that of other specialists to deliver comprehensive financial solutions to my clients. My ultimate goal is to instill confidence as I guide individuals toward a healthy financial future.Before joining Shepherd Financial in 2015, I spent 8 years working in both private and retail banking and wealth management. My background is concentrated in providing specialized banking, investment, insurance, and retirement planning solutions to individuals and families. Advisory Services offered through Shepherd Financial Investment Advisory, LLC, Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC www.lincolninvestment.comShepherd Financial, LLC/Shepherd Financial Investment Advisory, LLC and the above firms are independent and non-affiliated.
Listed skills include Wealth Management, Retirement Planning, Financial Services, Financial Planning, and 19 others.
Current workplace
Jeff Sharp's current company
Company context helps verify the profile and gives searchers a useful next step.
Shepherd Financial, Llc
7 roles
Jeff Sharp work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Feb 2015 - Sep 2023
Private Client Advisor
Jan 2014 - Jan 2015
Financial Advisor
Jan 2012 - Jan 2014
Licensed Personal Banker
Dec 2009 - Jan 2012
Assistant Branch Manager
Jan 2008 - Dec 2009
Personal Banker
May 2007 - Dec 2008
Team & coworkers
Colleagues at Shepherd Financial, LLC
Other employees you can reach at shepherdfin.com. View company contacts for 25 employees →
HW
Heather Willman
Colleague at Shepherd Financial, LlcUnited States, United States
View →
MT
Megan Twyman
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
BF
Brian Feuer
Colleague at Shepherd Financial, LlcColumbus, Ohio, United States, United States
View →
LS
Leah Sylvester
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
CC
Curtis Clem
Colleague at Shepherd Financial, LlcContact Info, United States
View →
GL
George Lauck
Colleague at Shepherd Financial, LlcIndianapolis, Indiana, United States, United States
View →
DJ
Dave Jacocks
Colleague at Shepherd Financial, LlcFishers, Indiana, United States, United States
View →
DB
David Bauer, Aif®
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
DD
Drew Denny Cfp®, C(K)P, Nqpa
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
NP
Noel Phillips, Qka®, Cebs®
Colleague at Shepherd Financial, LlcGreater Indianapolis, United States
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Heather Willman
Colleague at Shepherd Financial, LlcUnited States, United States
View →
MT
Megan Twyman
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
BF
Brian Feuer
Colleague at Shepherd Financial, LlcColumbus, Ohio, United States, United States
View →
LS
Leah Sylvester
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
CC
Curtis Clem
Colleague at Shepherd Financial, LlcContact Info, United States
View →
GL
George Lauck
Colleague at Shepherd Financial, LlcIndianapolis, Indiana, United States, United States
View →
DJ
Dave Jacocks
Colleague at Shepherd Financial, LlcFishers, Indiana, United States, United States
View →
DB
David Bauer, Aif®
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
DD
Drew Denny Cfp®, C(K)P, Nqpa
Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States
View →
NP
Noel Phillips, Qka®, Cebs®
Colleague at Shepherd Financial, LlcGreater Indianapolis, United States
View →
1 education record
Jeff Sharp education
FAQ
Frequently asked questions about Jeff Sharp
Quick answers generated from the profile data available on this page.
What company does Jeff Sharp work for?
Jeff Sharp works for Shepherd Financial, LLC.
What is Jeff Sharp's role at Shepherd Financial, LLC?
Jeff Sharp is listed as Senior Wealth Advisor at Shepherd Financial, LLC.
What is Jeff Sharp's email address?
AeroLeads has found 1 work email signal at @shepherdfin.com for Jeff Sharp at Shepherd Financial, LLC.
Where is Jeff Sharp based?
Jeff Sharp is based in Carmel, Indiana, United States while working with Shepherd Financial, LLC.
What companies has Jeff Sharp worked for?
Jeff Sharp has worked for Shepherd Financial, Llc, J.P. Morgan, Chase, and Flagstar Bank.
Who are Jeff Sharp's colleagues at Shepherd Financial, LLC?
Jeff Sharp's colleagues at Shepherd Financial, LLC include Heather Willman, Megan Twyman, Brian Feuer, Leah Sylvester, and Curtis Clem.
How can I contact Jeff Sharp?
You can use AeroLeads to view verified contact signals for Jeff Sharp at Shepherd Financial, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jeff Sharp attend?
Jeff Sharp holds Bachelor’S Degree from Indiana University Bloomington.
What skills is Jeff Sharp known for?
Jeff Sharp is listed with skills including Wealth Management, Retirement Planning, Financial Services, Financial Planning, Series 63, Life Insurance, Asset Allocation, and Investments.
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