Jarrett
Sharp
The Millstone Evans Group, LLC
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About this Advisor
Jarrett Sharp is a financial advisor based out of Boulder, Colorado with 2 years of industry experience. Sharp is an employee of The Millstone Evans Group, LLC. The advisor has gained experience at Mcdonald'S, Newcombs Ranch Inn, Nigro Karlin Segal Feldstein & Bolno, Entertainment Partners, Brookfield Residential, The Millstone Evans Group Of Raymond James, The Millstone Evans Group, Crescenta Valley High School, Rosemont Middle School and University Of Colorado Boulder. Sharp maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Colorado. The Millstone Evans Group, LLC is a financial advisory company based in Boulder, CO. The investment advisory business has a total of 11 employees. It handles $623 million in assets under management among its 2,245 accounts, making it one of the bigger firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 2,245 accounts, 27% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely are based on the services. However, fee types charged by The Millstone Evans Group, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Millstone Evans Group, LLC Brokerage Details
$623,148,401
11
2,245
$277,572
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jarrett Sharp Work History
Jarrett has been registered as a financial advisor for 2 years.*
The Millstone Evans Group
Brookfield Residential
The Millstone Evans Group Of Raymond James
Newcombs Ranch Inn
Entertainment Partners
Mcdonald'S
Newcombs Ranch Inn
Nigro Karlin Segal Feldstein & Bolno
University Of Colorado Boulder
Crescenta Valley High School
Rosemont Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jarrett Sharp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Millstone Evans Group, LLC
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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