Phillip Sharp
Investment adviser representative at Palisade Wealth Management
15 yearsExperience
1 stateRegistered in
$133.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Palisade Wealth ManagementDec 2024 to now
- Transitioning To Become An Investment Advisor RepresentativeAug 2024 to now
- Glance NetworksDec 2023 to Aug 2024
- Self EmployedAug 2021 to Nov 2023
- Google, IncJul 2019 to Aug 2021
- Google UkNov 2017 to Jul 2019
- Google, IncJul 2011 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Palisade Wealth Management
Legal name: Jacobs Equity
$133.2MAssets managed
141Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7994443
- Firm CRD
- 147725