Jeremy Frederick Fawcett

Employer firm

Arax Advisory Partners CRD 133535

$26.5B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → 04/2017
  Axa Advisors, Llc
  New York, NY
• 04/2017 → 01/2019
  Cedrus
  Littleton, CO
• 01/2019 → 06/2020
  Axa Advisors Llc
  New York, NY
• 03/2012 → 04/2017
  Axa Equitable
  Denver, CO
• 01/2019 → 05/2021
  Equitable Advisors, Llc
  New York, NY
• 05/2021 → 01/2022
  Cedrus Llc
  Littleton, CO
• 05/2021 → 12/2024
  Cedrus Llc
  Littleton, CO
• 12/2024 → Present
  Srs Capital Advisors, Llc
  Denver, CO

Previous Registrations

• 2021-05-27 → 2025-03-26
  Cedrus
  Littleton, CO
• 2024-09-24 → 2024-12-03
  Cedrus
  Littleton, CO
• 2019-01-08 → 2021-05-12
  Equitable Advisors, Llc
  Lakewood, CO
• 2017-04-28 → 2019-01-10
  Cedrus
  Littleton, CO
• 2011-12-09 → 2017-04-12
  Equitable Advisors, Llc
  Parker, CO
  Lakewood, CO
  Lakewood, CO

Other Businesses

1.) Insurance Agent, investment related, Littleton, CO, Start Date 09/2011, Lines of authority include Variable Products, Life, Accident & Health, approximately 2 hours per month with 2 hours devoted during securities trading hours, sell insurance products. 2. TRUSTEE OF A TRUST FOR A FAMILY MEMBER; TRUSTEE FOR PARENTS: LEE F FAWCETT & JACQUELYN V. FAWCETT, START DATE 12/2010. 3. SIMON DAVIS BROKERAGE, FIXED AGENT; FIXED INSURANCE BUSINESS ONLY; 730 17TH ST, SUITE 107, DENVER, CO 80202; START DATE 1/4/2021; APPROX. 2 HRS/PERMONTH; APPROX. $10,000 YEARLY COMPENSATION.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-22

Other Names

• Jeremy Fawcett