JS
ChFC
JS
ChFC

Jeremy Edward Sharp

14 Years of Experience
Sells Insurance
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
182 clients
Average Client Portfolio
$367K average
Assets Under Management
$66.8M
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Location

2162 E. Williams Field Rd Suite 111, Gilbert, AZ, 85295

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jeremy is an independent insurance agent selling insurance products through Stewardship Planning, LLC, dedicating minimal time to this activity. He is also a managing member and investment advisor representative (IAR) at Stewardship Financial, LLC, spending about a quarter of his time on investment advice.

Employment History
Current Registrations
Redeem Wealth Management
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Stewardship Financial
September 2015 - July 2021 · 5 yrs 10 mos
LPL Financial LLC
February 2011 - August 2015 · 4 yrs 6 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.