Jeremy Fawcett, financial advisor Littleton CO
81 score

Jeremy Fawcett

CRD Number: 5917547
Current Firm: Cedrus

Jeremy Fawcett (CRD# 5917547) is an Investment Advisor Representative working at Cedrus in Littleton, CO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cedrus Littleton, CO Apr 2017 - Current 1
Axa Advisors, LLC Denver, CO Sep 2011 - Current 6
Pak Mail Center Of America Centennial, CO Oct 2010 - Nov 2011 1
Building Outlet Corporation Littleton, CO May 2010 - Sep 2010 < 1
Spinal Cord Injury Recovery Center Denver, CO Jan 2010 - May 2010 < 1
Primrose Schools Highlands Ranch, CO Nov 2003 - Jan 2010 6
University Of Colorado Boulder, CO Aug 2005 - Dec 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jeremy F. Fawcett
Phone Number: (855) 724-2150
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    120
    MILLIONS
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $342,116
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, MI, TX

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BADGES
81

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