Unclaimed Profile

Jeremy Jason Fritz

ALIGHT FINANCIAL ADVISORS, LLC·CHARLOTTE, North Carolina

SIE, Series 4, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record20 years registeredALIGHT FINANCIAL ADVISORS, LLC

9335 HARRIS CORNERS PARKWAY, CHARLOTTE, NC 28269CRD# 3261871Firm CRD# 158744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeremy Jason Fritz · CHARLOTTE, NC

Registration

CRD #3261871 · ALIGHT FINANCIAL ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

ALIGHT FINANCIAL ADVISORS, LLC

Jan 2012 – present

ALIGHT FINANCIAL SOLUTIONS, LLC

Mar 2006 – present

HEWITT FINANCIAL SERVICES LLC

Dec 2006 – May 2011

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · March 3, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALIGHT FINANCIAL ADVISORS, LLC

CRD 158744 · SEC 801-72679

AUM

$33.7B

Regulatory assets under management

Employees

219,477 client accounts

Services offered by ALIGHT FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALIGHT FINANCIAL ADVISORS, LLC →

Introduction

Speak with Jeremy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeremy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeremy Jason Fritz offer?

Jeremy Jason Fritz specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Jeremy Jason Fritz's credentials?

Jeremy Jason Fritz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeremy Jason Fritz located?

Jeremy Jason Fritz is based in CHARLOTTE, North Carolina, working with ALIGHT FINANCIAL ADVISORS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Jeremy Jason Fritz charge for services?

Jeremy Jason Fritz's firm is compensated through percentage of aum, subscription fees, other: set-up fees and related services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALIGHT FINANCIAL ADVISORS, LLC?

ALIGHT FINANCIAL ADVISORS, LLC has approximately 60 employees and manages $33.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →