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Jeffrey Bullock

Fidelis Wealth Advisors

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About Jeffrey Bullock

Jeffrey Bullock is an Investment Advisor Representative at Fidelis Wealth Advisors. Jeffrey is also a registered representative of the firm. Jeffrey has been in the industry since 2011. Jeffrey holds the Series 63, 65, and 7 licenses. In addition to working with Fidelis Wealth Advisors, Jeffrey is also a part owner of Greenwood Income Partners, LLC and Beaumaris Capital, LLC. He is also a 100% owner of Red Eagle Ventures, LLC. Fidelis Wealth Advisors specializes in providing financial planning and portfolio management services to individuals, families, and businesses.

Firm Information

Jeffrey Bullock is currently registered with Fidelis Wealth Advisors. Fidelis Wealth Advisors is a registered investment advisor located in Castle Rock, CO. The firm provides financial planning, educational seminars, portfolio management for individuals, and selection of other advisors. As of 2022, the firm manages approximately $192.9 million in regulatory assets under management for 1,005 clients. The firm specializes in working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth clients.
Fidelis Wealth Advisors

20 N WILCOX STREET

CASTLE ROCK, CO 80104

$192.94M

Assets Under Management

2

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Bullock’s Registration & Firm History

CO

05/13/2021 - Present

Fidelis Wealth Advisors (CASTLE ROCK CO)

CO

08/30/2011 - 05/05/2021

J.P. MORGAN SECURITIES LLC (DENVER CO)

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Licenses & Designations

IA

Issued 05/13/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Bullock.
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