Phillip Sharp has been an investment adviser representative at Jacobs Equity since December 2024, and is not listed among the firm’s executive officers or direct owners. Phillip Sharp holds a Master's in Mechanical Engineering from Stanford University, a Master's in Management Science & Engineering from Stanford University and a Bachelor's in Mechanical Engineering from the University of Utah.
Jacobs Equity is a Draper, UT firm with $133M under management, 141 clients and 3 advisers across 3 offices, as of its April 2026 filing.
Phil Sharp is Investment Advisor of Palisade Wealth Management. Before affiliating with the firm, he worked in the tech industry, including at Google, where he built and launched products, and at IDEO, a product design consultancy.
- Palisade Wealth ManagementCurrent– present · 1 yearBroomfield, CO · Adviser representative · Firm CRD 147725
Investment adviser representative registrations
Phillip Sharp is registered as an investment adviser representative in Colorado, since December 2024.
- ColoradoSince 18 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 September 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7994443
- Firm
- Jacobs Equity · CRD 147725
- Office
- Broomfield, CO
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- palisadeadvisor.com
Where does Phillip Sharp work?
Phillip Sharp is an investment adviser representative registered through Jacobs Equity since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Phillip Sharp a financial advisor?
Yes. Phillip Sharp has a current investment-adviser registration in Colorado, through Jacobs Equity since December 2024.
How many years of experience does Phillip Sharp have?
Phillip Sharp has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Phillip Sharp passed?
Phillip Sharp passed the Series 65 in September 2024.
Where is Phillip Sharp based?
Phillip Sharp’s registered office is in Broomfield, CO.
Is Phillip Sharp registered with FINRA?
No. Phillip Sharp has no current broker registration.
How can I verify Phillip Sharp’s record?
Search CRD 7994443 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Phillip Sharp’s full registration record.
