Jeremy D. Shipp

RCPLANNERS

Richmond, VA

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CRD#: 6185268

Professional summary

Jeremy David Shipp, CFP®, CLU® is a registered financial advisor currently at RCPLANNERS located in Richmond, Virginia.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jeremy has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

INSURANCE ADVICE AND SALES. MR. SHIPP IS LICENSED TO SELL INSURANCE PRODUCTS AND HE WILL SPEND APPROXIMATELY 25% OF HIS TIME ON INSURANCE RELATED ACTIVITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy David Shipp'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®

CFP^®

Certified Financial Planner

Start date: 2016

RIA

CRD#: 146616

RICHMOND, VA

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

Florida
(7/2/2021)

IAR

Maryland
(1/4/2023)

IAR

Pennsylvania
(2/26/2024)

IAR

Texas
(12/16/2024)

IAR

Virginia
(11/1/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/21/2013

Uniform Investment Adviser Law Examination

Current Firm

RCPLANNERS

RCPLANNERS | RETIREMENT CAPITAL PLANNERS, LLC

CRD#: 298369 / SEC#:

Florida

Registered Investment Advisory firm - (7/2/2021 Approved)

Maryland

Registered Investment Advisory firm - (3/28/2019 Approved)

Michigan

Registered Investment Advisory firm - (6/7/2021 Approved)

North Carolina

Registered Investment Advisory firm - (1/16/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (2/26/2024 Approved)

South Carolina

Registered Investment Advisory firm - (1/8/2025 Terminated)

Texas

Registered Investment Advisory firm - (12/16/2024 Approved)

Virginia

Registered Investment Advisory firm - (11/1/2018 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Midlothian, VA

Mailing Address

4860 Cox Road Suite 200, Glen Allen, VA 23060

Phone number

(804) 372-7337

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	296
AUM (Assets Under Management)	$ 65,144,917

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.

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Jeremy D. Shipp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy David Shipp's CRS (Customer Relationship Summary).

Certified licenses

Experience

RCPLANNERS

FIRST ADVISORS NATIONAL, LLC

CORECAP ADVISORS

FIRST ADVISORS NATIONAL, LLC

REDHAWK WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/21/2013

Current Firm

RCPLANNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RCPLANNERS

TRUST BUT VERIFY

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