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Lorie Chantelle Jones

Fidelis Wealth Advisors

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About Lorie Chantelle Jones

Lorie Jones is a financial advisor with over 10 years of experience in the financial services industry. Lorie is currently registered with Fidelis Wealth Advisors, LLC and is a Certified Financial Planner™. Lorie has a strong background in providing financial planning and portfolio management services to individuals, families, and small businesses. Lorie is also a licensed insurance agent and has experience in providing insurance products and services. Lorie is committed to helping clients achieve their financial goals.

Firm Information

Lorie Jones 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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Lorie Jones’s Registration & Firm History

CO

08/03/2018 - Present

Fidelis Wealth Advisors (CASTLE ROCK CO)

CO

08/12/2016 - 08/07/2017

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CO

07/01/2016 - 07/29/2016

PURSHE KAPLAN STERLING INVESTMENTS (Lone Tree CO)

CO

07/17/2015 - 07/14/2016

LPL FINANCIAL LLC (LONE TREE CO)

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Licenses & Designations

BOTH

Issued 09/19/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lorie Chantelle Jones.
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