Jeremy Shipp, financial advisor Glen Allen VA
103 score

Jeremy Shipp

OWRS Firm

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

The resident academic and mathematician at O’Dell, Winkfield, Roseman & Shipp, Jeremy Shipp brings over 15 years of mathematical validation, verification, and logic to the sound financial and retirement strategies that we offer our clients.  There is not one financial strategy or concept we use that we cannot verify and back up mathematically, thanks to him.  A strategic and creative thinker, Jeremy applies advanced analytics to our clients’ portfolios to determine the best course of action to achieve their outlined objectives.

 

Beginning a career in finance as a personal banker with U.S. Bancorp, Jeremy quickly ascended through the ranks but sought a more well-rounded financial approach than what banking could provide.  He left banking for independent advising, focusing on estate planning, where he discovered that most of his clients were ill-prepared for retirement, often running out of money or forced to drastically reduce their lifestyles.  As such, Jeremy committed his career to retirement planning and designing financial strategies that maximize our clients’ lifetime wealth potential.

 

Jeremy grew up in Ohio, is the older of two brothers, and received a degree in Mathematics from Marietta College in Marietta, Ohio.  When he’s not working he likes to spend time with his dog, Miss Hattie, golf, travel, and watch Buckeye football.

 

He holds the Chartered Life Underwriter (CLU®), Retirement Income Certified Professional (RICP®), and Certified Financial Planner (CFP®) designations.  These professional designations are earned after completing rigorous course work and testing that show a deep understanding and command of the principles essential to implementing a solid retirement plan.

 

Jeremy 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.  Jeremy also belongs to the Independent Excellence Group, a think tank of financial professionals from across the country.

 

He has spent a good portion of his career working with families of wartime veterans and their surviving spouses to obtain a much deserved Aid & Attendance benefit from the Department of Veterans Affairs to help pay for assisted living and nursing home costs.  Jeremy has been featured in Forbes Magazine for his efforts.

 

 

CONTACT
Similar Advisors
Robert Freeman, financial advisor Glen Allen VA
Robert M. Freeman
CRD# 2788977
Morse Capital Partners, LLC
Score
105
Similar Advisors
William Keeney, financial advisor Glen Allen VA
William A. Keeney
CRD# 6053833
Hornor, Townsend & Kent, Inc.
Score
103
Similar Advisors
Charles Roberts, financial advisor Glen Allen VA
Charles R. Roberts
CRD# 846282
Financial Freedom Planners
Score
103
Professional Designations
Company Name Location Dates Years
First American National Investment Advisors Glen Allen, VA Aug 2015 - Current 1
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
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. 

Ready to hire a financial advisor? Get competitive proposals from Jeremy Shipp and other advisors.
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.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.