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JS

Jeremy E. Sharp

REDEEM WEALTH MANAGEMENT
Gilbert, AZ 85295
Some features on this profile are disabled
CRD#: 5814705
JS

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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeremy E. Sharp

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
2010-PRESENT: INDEPENDENT INSURANCE AGENT/INSURANCE RELATED/GILBERT, AZ/INSURANCE SALES AND SERVICE VIA UNAFFILIATED ISSUERS VIA STEWARDSHIP PLANNING, LLC (CONTROL PERSON)/INVOLVES UP TO FIVE PERCENT TIME EACH MONTH, INCLUDING DURING MARKET HOURS.// LEGAL DOCUMENT PREPARATION VIA STEWARDSHIP PLANNING, LLC (CONTROL PERSON OF AGENCY). WORKS WITH A CERTIFIED LEGAL DOCUMENT PREPARER TO OFFER THIS SERVICE TO ARIZONA RESIDENTS. 5% TIME EACH MONTH, INCLUDING DURING TRADITIONAL MARKET HOURS.// 2015-PRESENT: MANAGING MEMBER/IAR/INVESTMENT RELATED/GILBERT, AZ/INVESTMENT ADVICE VIA STEWARDSHIP FINANCIAL, LLC (CONTROL PERSON)/INVOLVES UP TO FIFTY PERCENT (50%) TIME EACH MONTH, INCLUDING DURING MARKET HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Edward Sharp's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Chartered Financial Consultant

Experience

Current

April 12, 2021 - Present

REDEEM WEALTH MANAGEMENT

Office #1: 2162 E. Williams Field Rd Suite 111, Gilbert, AZ 85295
RIA
CRD#: 313761
Gilbert, AZ
Past

September 10, 2015 - July 27, 2021

STEWARDSHIP FINANCIAL

RIA
CRD#: 281386
GILBERT, AZ
Past

February 25, 2011 - August 25, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
GILBERT, AZ
Past

August 3, 2010 - August 25, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
GILBERT, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(4/12/2021)
IAR
Texas
(2/2/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/24/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/7/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/25/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/2/2010
General Securities Representative Examination

Current Firm

RW
REDEEM WEALTH MANAGEMENT
REDEEM FINANCIAL GROUP LLC | REDEEM WEALTH MANAGEMENT

CRD#: 313761 / SEC#:

Arizona
Registered Investment Advisory firm - (4/12/2021 Approved)
Texas
Registered Investment Advisory firm - (1/27/2022 Conditional Restricted)
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Contact information

Main Address
2162 E. Williams Field Rd Suite 111, Gilbert, AZ 85295
Mailing Address
Phone number
(480) 680-7975
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts182
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.

Company Information

REDEEM WEALTH MANAGEMENT

CRD#: 313761Gilbert, AZ 85295

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