Lorie Jones, financial advisor Castle Rock CO

Lorie Jones

CRD Number: 6496668
Current Firm: Fidelis Wealth Advisors

Lorie Jones (CRD# 6496668) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Castle Rock, CO and has over 8 years of experience in the finance industry. Lorie Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Aug 2018 - Current 5
Fidelis Wealth Advisors Castle Rock, CO May 2018 - Current 5
Northwest Asset Management Mercer Island, WA Aug 2017 - May 2018 < 1
Gwfs Equities, Inc. Greenwood Village, CO Aug 2016 - Aug 2017 1
Purshe Kaplan Sterling Investments Albany, NY Jul 2016 - Aug 2016 < 1
Gallacher Capital Management Lone Tree, CO Jul 2013 - Aug 2016 3
Lpl Financial, LLC Lone Tree, CO May 2015 - Jun 2016 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2015
Contact Info for Lorie C. Jones
Phone Number: 303-800-4683
Registered State(s):
  • CO
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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