Jeremy Steven Fritsch
Investment Adviser Representative at BAM Wealth Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeremy Steven Fritsch is an investment adviser representative with BAM Wealth Management LLC in Lakewood, CO, where they have been registered since 2025. They have worked in the securities industry since 2024 and have been registered with 3 firms, including Creativeone Wealth, LLC and Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Colorado.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Equitable Advisors, LLCOct 2023 – May 2025Greenwood Village, CO
- Vino BeanoJan 2023 – Sep 2023Tallahassee, FL
- Land CraftersMay 2023 – Aug 2023Littleton, CO
- Lariat Lodge Brewing CompanyJul 2019 – May 2021Littleton, CO
- Tamale KitchenAug 2018 – Apr 2019Littleton, CO
- Taco BellMay 2017 – Jan 2018Littleton, CO
- Chatfield Senior HighschoolJun 2015 – Aug 2020Littleton, CO
- Florida State UniversityAug 2020 – May 2024Tallahassee, FL
- CreativeOne Wealth, LLCMay 2025 – Sep 2025Overland Park, KS
- BAM Wealth Management LLCMay 2025 – no end date reportedLakewood, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BAM Wealth Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lakewood, CO
- SEC file number:
- 801-132401
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 24, 2026
View full firm profileOther advisors at BAM Wealth Management LLC
7 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeremy Steven Fritsch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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