Jeremy Shipp, financial advisor Richmond VA
90 score

Jeremy Shipp

CRD Number: 6185268
Current Firm: First American National Investment Advisors, LLC

Jeremy Shipp (CRD# 6185268) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Richmond, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Corecap Advisors Southfield, MI Aug 2015 - Current 1
Jeremy Shipp Richmond, VA Jun 2010 - Current 6
Redhawk Wealth Advisors, Inc. Minneapolis, MN Apr 2013 - Aug 2015 2
Jeremy Shipp Columbus, OH Sep 2009 - Jun 2010 < 1
Trustmark Insurance Dublin, OH Apr 2008 - Sep 2009 1
Us Bank Columbus, OH Jul 2006 - Apr 2008 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Jeremy D. Shipp
Phone Number: 770-814-4235
Firm Website: https://www.fanria.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    1,420
    ACCOUNTS
  • Average Account Value
    $54,924
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IL, KS, KY, MA, MI, MN, MT, NC, NE, NJ, NV, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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