Jeremy David Shipp
Investment adviser representative at Rcplanners
11 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$112.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- RcplannersNov 2018 to now
- Retirement Capital Planners, LLCJul 2018 to now
- Harbor Wealth Advisors, LLCApr 2013 to now
- Moneytrax North America Inc.Jan 2021 to Jan 2023
- Retirewise UniversityOct 2018 to Aug 2021
- First Advisors National, LLCNov 2015 to Oct 2018
- O'dell, Winkfield, Roseman & Shipp, LLCMar 2015 to Mar 2019
- Owrs Estate Services, LLCApr 2012 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 6 states (FL, MD, NJ, PA, TX, VA).
Rcplanners
Legal name: Retirement Capital Planners, LLC
$112.1MAssets managed
179Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6185268
- Firm CRD
- 298369