Jeffrey Sharpe
Ardent Investors · Colorado Springs, Colorado
Jeffrey Sharpe is a fee-only financial advisor at Ardent Investors in Colorado Springs, Colorado, who holds the CFA credential. Ardent Investors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Ardent Investors |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $19.2M across 38 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO, TX · CRD 4367963 |
| Exams passed | Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Jeffrey's firm compares
- Ardent Investors's average account is about $505,000, from its Form ADV (assets managed divided by 38 accounts).
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Questions about Jeffrey
Is Jeffrey Sharpe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Ardent Investors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Ardent Investors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Sharpe based?
Jeffrey Sharpe is based in Colorado Springs, Colorado.
What credentials does Jeffrey Sharpe hold?
Jeffrey Sharpe holds the CFA credential.
Is Jeffrey Sharpe registered with the SEC?
Yes. Jeffrey Sharpe is registered as an investment adviser representative in CO and TX (CRD 4367963), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ardent Investors manage?
Ardent Investors reports $19.2M across 38 accounts in assets under management.
How do I contact Jeffrey Sharpe?
Contact details aren't on file yet. Search for Ardent Investors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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