Jeremy E. Sharp
Professional summary
Jeremy Edward Sharp, ChFC®, who also goes by Jeremy E. Sharp, is a registered financial advisor currently at REDEEM WEALTH MANAGEMENT located in Gilbert, Arizona.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jeremy has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Edward Sharp's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 12, 2021 - Present
REDEEM WEALTH MANAGEMENT
Office #1: 2162 E. Williams Field Rd Suite 111, Gilbert, AZ 85295September 10, 2015 - July 27, 2021
STEWARDSHIP FINANCIAL
February 25, 2011 - August 25, 2015
LPL FINANCIAL LLC
August 3, 2010 - August 25, 2015
LPL FINANCIAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/12/2021)
(2/2/2022)
Exams
Current Firm
REDEEM WEALTH MANAGEMENT
CRD#: 313761 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 182 |
| AUM (Assets Under Management) | $ 66,760,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
