Jeffrey Alan Fritts

Current Employers

Employment History

• 09/2001 → 10/2021
  Willis Towers Watson
  Dallas, TX
• 10/2021 → Present
  Marsh & Mclennan Companies
  Dallas, TX
• 05/2015 → Present
  Senior Planning & Eldercare Services, Inc.
  Santa Barbara, CA
• 02/2022 → 06/2026
  Amplified Alpha Capital Management Llc
  Dallas, TX
• 06/2023 → 06/2026
  Service Academy Capital Management, Llc
  Dallas, TX
• 05/2026 → Present
  Evoke Advisors
  Los Angeles, CA
• 05/2026 → Present
  Mai Capital Management, Llc
  Cleveland, OH

Previous Registrations

• 2022-02-02 → 2026-06-16
  Amplified Alpha
  Dallas, TX
  Dallas, TX
• 2023-07-12 → 2026-06-09
  Service Academy Capital Management Llc
  Dallas, TX

Other Businesses

1) I am 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. 2) Marsh USA, Inc. (Marsh & McClennan), Not investment-related, 1717 Main Street, Suite 4400, Dallas, TX 75201. Nature of business: Insurance brokerage, Position: SVP, Broker, Start date: 10/2021, 80 hours per month worked. 60 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-10