Broker Check
Jonathan "Josh" Sheard, MBA

Jonathan "Josh" Sheard, MBA

Founder/Financial Planner

Josh founded Sage Investments, LLC in 2006 to provide strength and confidence for families’
financial plans, and he has worked within the finance services industry for 18 years. He
graduated with a Bachelor of Science degree from Penn State University in 1991 and a Master of
Business Administration from Bob Jones University in 2003. Josh has a fiduciary responsibility
to his clients and holds the Series 24, 66 and 7 licenses in addition to various state licenses. In his
free time, Josh enjoys spending time with his family, hiking, hunting, beekeeping, traveling, and
meeting new people.