Jeffrey R. Karp CLU®, ChFC®, CASL®

Founder & President, LPL Investment Advisor Representative

With more than 25 years in the financial industry, Jeff Karp has been an LPL Investment Advisor Representative since 2005. Raised by a CPA father, Jeff realized early in life that numbers revealed a story about where a person has been, however, paving the road to a desired financial future had to be driven by more than the numbers that appeared on paper.

As a degreed engineer, Jeff realized his chosen career path prepared him in a unique way for the world of finance with the ability to analyze complex and simple problems with ingenuity and big-picture perspective. Establishing Karp Financial Strategies in 1993, Jeff believed that being naturally good with numbers, having astute problem-solving skills combined with a personality that was relationship and vision focused would prove to be a successful and distinctive blend as a financial advisor.


Practicing what he preaches in preserving and protecting with attention to details for future enjoyment, Jeff and MaryAnn restored a century-old home in 2009, which now serves as Karp Financial Strategies home office. This appreciation also resulted in him serving on the Mooresville Historic Preservation Commission for six years. 

Jeff believes community relations and industry engagement is important to having a pulse on trends and what is happening. Past involvements include using his visionary skills as a past member of the 2030 Comprehensive Land Use Planning Commission, serving on the Sherrills Ford Terrell Fire Department Board, and two stints as president of his homeowner association boards. Jeff is a current member of the NCACPA, as well as a founding and active member of the Top of the Lake Mooresville Rotary.

Jeff graduated Lafayette College with a BS in Metallurgical Engineering. He holds licenses in Life, Health, Long Term Care and Medicare Supplement Plans and Series 7/24/63/65 Securities. Committed to gaining leading edge knowledge and resources for his clients, Jeff has earned the advanced designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant(ChFC) and Chartered Advisor for Senior Living(CASL) dedicating 15-20 hours per year in continuing education. 

Married to MaryAnn for 28 years, they enjoy cooking, traveling, tennis, Lake Norman, gardening and spoiling their grandson.