Jeremy Price
Investment adviser representative at Retirement Planning Group, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$375.4MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Purshe Kaplan Sterling InvestmentsJul 2026 to now
- Retirement Planning Group, LLCJun 2026 to now
- Goldman SachsJun 2022 to Jun 2026
- Chubb InsuranceJul 2021 to Jun 2022
- Penn MutualFeb 2021 to Jun 2021
- Northwestern MutualMar 2020 to Jan 2021
- Otesaga HotelJun 2019 to Aug 2019
- Regal CinemasApr 2017 to Jun 2019
- StudentJan 2012 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Retirement Planning Group, LLC
$375.4MAssets managed
1,043Clients
5Advisers
6 yearsIn 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
- 7224799
- Firm CRD
- 310647