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ChFC

Jeremy Edward Sharp

Redeem Wealth Management
14 Years of Experience
View SEC Summary
View SEC Summary

Firm Information

Redeem Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
182 clients
Average Client Portfolio
$367K average
Assets Under Management
$66.8M

Fee Structure

This document does not contain any fee information.

View Full Brochure on SEC
Areas of Practice
Insurance Planning

Advisor Information

Office location

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

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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 9 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.