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Jeremy Fritsch, portrait

Jeremy Fritsch

Investment adviser representative at BAM Wealth Management in Lakewood, CO

Investment adviser registrationUpdated

Jeremy Fritsch is an investment adviser representative at Bam Wealth Management LLC, an investment adviser managing $202M, and works from its Lakewood, CO office. Jeremy Fritsch has been registered through BAM Wealth Management since 26 June 2025, has 2 years in the industry across 3 firms and has passed the SIE, Series 7TO and Series 66.

2
Years in industry
1
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jeremy Fritsch has been an investment adviser representative at BAM Wealth Management since June 2025, and is not listed among the firm’s executive officers or direct owners. Jeremy Fritsch studied at Florida State University.

Bam Wealth Management LLC is a Lakewood, CO firm with $202M under management, 288 clients and 8 advisers across 3 offices, as of its August 2026 filing.

Jeremy Fritsch is Investment Advisor Representative of BAM Advisory Group. Mentors he met while studying finance guided him toward a career in financial advising.

Jeremy Fritsch’s longest registration is the current one, 1 year at BAM Wealth Management since 2025. Before joining BAM Wealth Management in 2025, Jeremy Fritsch was registered through Creativeone Wealth, LLC and Equitable Advisors, LLC.

  1. – present · 1 year
    Lakewood, CO · Adviser representative · Firm CRD 330237
  2. Creativeone Wealth, LLC
    – · under a year
    Lakewood, CO · Adviser representative · Firm CRD 281213
  3. Equitable Advisors, LLC
    – · under a year
    Greenwood Village, CO · Adviser representative · Firm CRD 6627

Credentials and registrations

Investment adviser representative registrations

Jeremy Fritsch is registered as an investment adviser representative in Colorado, since June 2025.

  • ColoradoSince 26 June 2025

Examinations

Series 664 October 2024
Name
Uniform Combined State Law Examination
Series 7TO2 August 2024
Name
General Securities Representative Examination
SIE4 April 2024
Name
Securities Industry Essentials Examination

Key facts

Full name
Jeremy Steven Fritsch
CRD
7906592
Firm
BAM Wealth Management · CRD 330237
Office
165 SOUTH UNION BLVD, SUITE 675, Lakewood, CO 80228
Registration
Investment adviser registration
In the industry since
August 2024
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jeremy Fritsch work?

Jeremy Fritsch is an investment adviser representative registered through Bam Wealth Management LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Jeremy Fritsch a financial advisor?

Yes. Jeremy Fritsch has a current investment-adviser registration in Colorado, through BAM Wealth Management since June 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jeremy Fritsch have?

Jeremy Fritsch has 2 years in the financial industry, since August 2024, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Jeremy Fritsch passed?

Jeremy Fritsch has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2024.

Source: IAPD individual record, checked 22 October 2026

Where did Jeremy Fritsch work before BAM Wealth Management?

Before BAM Wealth Management, Jeremy Fritsch was registered through Equitable Advisors, LLC, October 2024 to June 2025.

Source: IAPD individual record, checked 22 October 2026

Where is Jeremy Fritsch based?

Jeremy Fritsch’s registered office is in Lakewood, CO.

Source: IAPD individual record, checked 22 October 2026

Is Jeremy Fritsch registered with FINRA?

No. Jeremy Fritsch has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jeremy Fritsch’s record?

Search CRD 7906592 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Fritsch’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at BAM Wealth Management

Sources

  1. IAPD individual record, CRD 7906592, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Bam Wealth Management LLC, filed 24 August 2026. Executive officers and direct owners; this person is not among them.
  3. BAM Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.