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James Jay Schipper

30 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

348 S Waverly Rd, Suite 100, Holland, MI, 49423

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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

James is a partner at Schipper & Osterink, providing financial management, consulting, and insurance services, dedicating nearly full-time hours to this role. He also sells term life insurance and fixed annuities, and is a registered representative with Osaic Wealth, Inc., selling commission-based mutual funds and variable annuities; these activities are part of his work at Schipper & Osterink. Additionally, James is an investment advisor representative at Advisory Alpha, LLC, counseling clients on fee-based investments for a few hours per week.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Advisory Alpha, LLC
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
Triad Advisors LLCBroker
September 2013 - August 2024 · 10 yrs 11 mos
Regal Investment Advisors LLC
January 2011 - April 2012 · 1 yr 3 mos
American Portfolios Financial Services, INC.Broker
October 2010 - September 2013 · 2 yrs 11 mos
Sagepoint Financial, INC.
February 2010 - November 2010 · 9 mos
Aig Financial Advisors, INC.
October 2007 - December 2008 · 1 yr 2 mos
Sagepoint Financial, INC.Broker
December 2005 - November 2010 · 4 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2001 - December 2005 · 4 yrs 6 mos
Linsco/private Ledger CORP.Broker
January 1996 - June 2001 · 5 yrs 5 mos
Robert Thomas Securities, INCBroker
July 1995 - December 1995 · 5 mos
State Registrations16 states
AZCAFLIAILINMIMSNCNHORSCTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
James Jay Schipper - Financial Advisor | TrueAdvisor