Unclaimed Profile

Lorie Chantelle Jones

FIDELIS WEALTH ADVISORS, LLC·CASTLE ROCK, Colorado

SIE, Series 7, Series 66CFPClean record10 years registeredFIDELIS 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 · 10 years registered

Brand Profile

Not yet started

Career History

TANDEM FINANCIAL, LLC

Sep 2025 – present

FIDELIS WEALTH ADVISORS

May 2018 – Sep 2025

CASTLE ROCK, CO

NORTHWEST ASSET MANAGEMENT

Aug 2017 – Aug 2018

CASTLE ROCK, CO

GALLACHER CAPITAL MANAGEMENT, LLC

Jan 2016 – Jul 2016

LONE TREE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 4, 2016

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDELIS WEALTH ADVISORS, LLC

CRD 292551 · SEC 801-122530

AUM

$193M

Regulatory assets under management

Employees

1,005 client accounts

Services offered by FIDELIS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

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 FIDELIS WEALTH ADVISORS, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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