JF
Jeffrey A. Fritts
AMPLIFIED ALPHA
Dallas, TX 75248
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CRD#: 7427439
JF
Professional summary
Jeffrey Alan Fritts is a registered financial advisor currently at AMPLIFIED ALPHA located in Dallas, Texas and SERVICE ACADEMY CAPITAL MANAGEMENT LLC located in Dallas, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jeffrey has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am a Senior Vice President at Marsh & McLennan Companies, a publicly traded Insurance Brokerage and consulting firm. The business is not investment related. My office's address is: 1601 Elm St Ste 2100, Dallas, TX 75201 I started working at Marsh in 2021, after 20 years in a simliar role at Willis Towers Watson. I devote approximately 160 hours/month to Marsh, 130 of which are during securities market hours. My primary duties include risk-management consulting, insurance broking, claims management, and loss prevention. --------- I am also the CEO of Senior Planning & Eldercare Services, Inc. in Santa Barbara, CA, a role I inherited from a deceased relative as trustee of a special needs trust that holds the shares of the company. The business is not investment related. The business' address is: 402 E Carrillo St Suite C, Santa Barbara, CA 93101 I inherited the position in May 2015. I devote about 10 hours per month to Senior Planning, none of which are during securities market hours. My primary role includes reviewing financial performance, financial planning, personnel management, legal issues, and strategic planning.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Alan Fritts's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 2, 2022 - Present
AMPLIFIED ALPHA
Office #1: 6905 Echo Bluff Dr, Dallas, TX 75248RIA
CRD#: 316022
Dallas, TX
Current
July 12, 2023 - Present
SERVICE ACADEMY CAPITAL MANAGEMENT LLC
Office #1: 3838 Oak Lawn Ave Suite 1000, Dallas, TX 75219RIA
CRD#: 226628
Dallas, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SERVICE ACADEMY CAPITAL MANAGEMENT LLC
SERVICE ACADEMY CAPITAL MANAGEMENT LLC
CRD#: 226628 / SEC#: 801-112843
RIA
Registered Investment Advisory firm - (4/16/2018 Approved)California
Registered Investment Advisory firm - (5/25/2018 Terminated)Florida
Registered Investment Advisory firm - (4/25/2018 Terminated)Illinois
Registered Investment Advisory firm - (4/19/2018 Terminated)New Mexico
Registered Investment Advisory firm - (4/25/2018 Terminated)New York
Registered Investment Advisory firm - (4/25/2018 Terminated)Texas
Registered Investment Advisory firm - (4/25/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/9/2022)
IAR
Texas(2/2/2022)
Current Firm
SA
SERVICE ACADEMY CAPITAL MANAGEMENT LLC
SERVICE ACADEMY CAPITAL MANAGEMENT LLC
CRD#: 226628 / SEC#: 801-112843
RIA
Registered Investment Advisory firm - (4/16/2018 Approved)California
Registered Investment Advisory firm - (5/25/2018 Terminated)Florida
Registered Investment Advisory firm - (4/25/2018 Terminated)Illinois
Registered Investment Advisory firm - (4/19/2018 Terminated)New Mexico
Registered Investment Advisory firm - (4/25/2018 Terminated)New York
Registered Investment Advisory firm - (4/25/2018 Terminated)Texas
Registered Investment Advisory firm - (4/25/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3838 Oak Lawn Ave Suite 1000, Dallas, TX 75219
Mailing Address
Phone number
(424) 835-4147
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 633,696,000 |
Red Flags
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Company Information
SERVICE ACADEMY CAPITAL MANAGEMENT LLC
CRD#: 226628Dallas, TX 75248TRUST BUT VERIFY
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