Unclaimed Profile

Lorie Chantelle Jones

FIDELIS WEALTH ADVISORS, LLC·CASTLE ROCK, Colorado

Clean recordFIDELIS WEALTH ADVISORS, LLC

20 N WILCOX STREET, CASTLE ROCK, CO 80104CRD# 6496668Firm CRD# 292551

Profile Verification

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

Identity

Lorie Chantelle Jones · CASTLE ROCK, CO

Registration

CRD #6496668 · FIDELIS WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lorie Chantelle Jones is a registered financial advisor based in CASTLE ROCK, Colorado, affiliated with FIDELIS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FIDELIS WEALTH ADVISORS, LLC

FIDELIS WEALTH ADVISORS

AUM

$193M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIDELIS WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6496668

Firm CRD# 292551

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lorie Chantelle Jones offer?

Lorie Chantelle Jones specializes in Financial Planning, Investment Management. Contact their office in CASTLE ROCK, Colorado for a consultation.

What are Lorie Chantelle Jones's credentials?

Lorie Chantelle Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lorie Chantelle Jones located?

Lorie Chantelle Jones is based in CASTLE ROCK, Colorado, working with FIDELIS WEALTH ADVISORS, LLC. Their office serves clients in the CASTLE ROCK metropolitan area and surrounding communities.

How does Lorie Chantelle Jones charge for services?

Lorie Chantelle Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDELIS WEALTH ADVISORS, LLC?

FIDELIS WEALTH ADVISORS, LLC has approximately 7 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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