Unclaimed Profile

Jeffrey Donald Sharp

HUB INVESTMENT ADVISORS, INC·OMAHA, Nebraska

SIE, Series 7, Series 24, Series 63, Series 65CFP ChFCClean record25 years registeredHUB INVESTMENT ADVISORS, INC

11516 MIRACLE HILLS DR., OMAHA, NE 68154CRD# 1408285Firm CRD# 164600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Donald Sharp · OMAHA, NE

Registration

CRD #1408285 · HUB INVESTMENT ADVISORS, INC · 25 years registered

Brand Profile

Not yet started

Career History

HUB INVESTMENT PARTNERS, LLC

Jan 2026 – present

HUB INTERNATIONAL INVESTMENT SERVICES INC.

Sep 2022 – present

HUB INVESTMENT ADVISORS, INC

Jul 2012 – Mar 2026

OMAHA, NE

M HOLDINGS SECURITIES, INC.

Jan 2001 – Oct 2012

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 12, 2001

Years registered · 25

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HUB INVESTMENT ADVISORS, INC

CRD 164600 · SEC 801-76898

AUM

$1.5B

Regulatory assets under management

Employees

493 client accounts

Services offered by HUB INVESTMENT ADVISORS, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HUB INVESTMENT ADVISORS, INC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Donald Sharp offer?

Jeffrey Donald Sharp specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Jeffrey Donald Sharp's credentials?

Jeffrey Donald Sharp holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Donald Sharp located?

Jeffrey Donald Sharp is based in OMAHA, Nebraska, working with HUB INVESTMENT ADVISORS, INC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Jeffrey Donald Sharp charge for services?

Jeffrey Donald Sharp's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HUB INVESTMENT ADVISORS, INC?

HUB INVESTMENT ADVISORS, INC has approximately 8 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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