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Lorie Chantelle Jones

FIDELIS WEALTH ADVISORS, LLC·CASTLE ROCK, Colorado
Unclaimed Profile
20 N WILCOX STREET, CASTLE ROCK, CO 80104CRD# 6496668Firm CRD# 292551
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FIDELIS WEALTH ADVISORS, LLC
FIDELIS WEALTH ADVISORS
AUM
$193M
Regulatory assets under management
Employees
7
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6496668
Firm CRD# 292551
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
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