Jeffrey D. Sharp,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey D. Sharp, CFP®

JD, MBA, (R), CL

Senior Advisor

SilverStone Asset Management

11516 Miracle Hills Dr
Omaha, NE 68154
(800) 288-5501
(402) 964-5440

General

Jeffrey Sharp is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SilverStone Asset Management in Omaha, NE and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Admitted to Bar
  • Other - JD, MBA, CFP(R), CPWA(R), CLU, ChFC

Insurance Licenses

  • Life insurance: NE, IA, FL, AZ, KS, MO, NY, MD
  • Health/disability insurance: NE, IA, FL, AZ, KS, MO, NY, MD
  • Fixed annuities: NE, IA, FL, AZ, KS, MO, NY, MD
  • Variable annuities: NE, IA, FL, AZ, KS, MO, NY,VA,WI,WA, TX, MN, IL, GA, CA, KY

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

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