Jeremy Shipp, CFP, CLU, RICP, financial advisor Glen Allen VA
103 score

Jeremy Shipp, CFP, CLU, RICP

OWRS Firm

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

Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded advice.  His ability to connect with individuals one-on-one, as well as larger groups in his travels as a national public speaker, provide an excellent platform to educate on ways of growing and preserving wealth while gaining financial literacy.  Shipp’s straightforward and direct approach is an unconventional but appreciated characteristic for his industry.  He is dedicated to humanitarian efforts, evidenced by his support to countless families in applying for, and ultimately receiving, the Aid & Attendance Veteran’s Benefit.

 

Shipp’s customized financial strategies which incorporate asset allocation, financial management, retirement planning, and wealth succession, are the basis for his repeated appearances on CBS.  He has also been featured in Forbes, Wall Street Journal, US News & World Report, The Street, and Yahoo! Finance, for his knowledgeable and proven concepts.

“I live for the moments when I can present a client with a plan that incorporates the full picture.  Showing them where they were when we first met, and then later showing them [with my advisement] where they are on track to be.”  Shipp says the success of his clients is what truly resonates with him, and brings him pleasure in what he can provide to individuals and families.

 

He enjoys sharing his wealth of knowledge with others, and has found a knack in providing e-learning to people across the country through educational shorts on several social media outlets.

Shipp holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®) designations.  He is a master mentor and sits on the advisory council for MoneyTrax, a wealth planning organization that has been nationally recognized for its unique financial planning approach and advanced training.  In addition, Shipp also belongs to the Independent Excellence Group, a think tank comprised of financial professionals from across the nation who meet quarterly to share new retirement ideas and strategies.

 

Jeremy Shipp enjoys spending time with his K9 companion Ms. Hattie when he is not advising, teaching, or speaking.  Shipp also enjoys the outdoors, biohacking, golf, and watching Buckeye football.  He has a Mathematics degree from Marietta College in Ohio, where he resided until his relocation to the Richmond, Virginia area in 2010.

CONTACT
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Professional Designations
Company Name Location Dates Years
First American National Investment Advisors Glen Allen, VA Aug 2015 - Current 2
OWRS Firm Glen Allen, VA Mar 2015 - Current 2
Redhawk Wealth Advisors, Inc. Minneapolis, MN Apr 2013 - Aug 2015 2
Jeremy Shipp Richmond, VA Sep 2009 - Mar 2015 5
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, CFP, CLU, RICP
Phone Number: 804-372-7337
Advisor Website: http://www.owrsfirm.com
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Investment advisory services offered through First American National Investment Advisors, a SEC registered investment advisor.  OWRS, LLC and FANAdvisors are separate and unaffiliated companies. 

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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