John J. Vansant

FIDELIS WEALTH ADVISORS

MOUNT PLEASANT, SC

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CRD#: 4584363

Professional summary

John Joseph Vansant, who also goes by John Joseph Van Sant, John Van Sant, is a registered financial advisor currently at FIDELIS WEALTH ADVISORS located in Mount Pleasant, South Carolina and COLORADO FINANCIAL SERVICE CORPORATION located in Centennial, Colorado.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. John has worked at 9 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 7, Series 6, Series 28 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Joseph Van Sant | John Van Sant

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Vansant's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 25, 2025 - Present

FIDELIS WEALTH ADVISORS

RIA

CRD#: 292551

MOUNT PLEASANT, SC

Current

September 25, 2025 - Present

COLORADO FINANCIAL SERVICE CORPORATION

Office #1: 188 Inverness Drive West Suite 100, Centennial, CO 80112

RIA

CRD#: 104343

Centennial, CO

Past

July 25, 2023 - August 18, 2025

APOLLON FINANCIAL, LLC

RIA

CRD#: 321217

Mount Pleasant, SC

Past

July 6, 2023 - September 29, 2025

LPL FINANCIAL LLC

CRD#: 6413

MOUNT PLEASANT, SC

Past

February 14, 2023 - June 5, 2023

CABOT LODGE SECURITIES LLC

CRD#: 159712

DENVER, CO

Past

February 16, 2021 - November 27, 2023

APOLLON WEALTH MANAGEMENT, LLC

RIA

CRD#: 291902

MOUNT PLEASANT, SC

Past

February 18, 2020 - February 17, 2023

HOLMES & TURNER FINANCIAL SERVICES, INC.

RIA

CRD#: 113553

BOZEMAN, MT

Past

December 19, 2017 - February 19, 2021

CASCADE FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 119030

BOULDER, CO

Past

August 1, 2005 - February 16, 2021

CASCADE FINANCIAL MANAGEMENT, INC.

CRD#: 119030

BOULDER, CO

Past

December 13, 2002 - May 18, 2004

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIDELIS WEALTH ADVISORS

BEAUMARIS CAPITAL | FIDELIS WEALTH ADVISORS, LLC | FIDELIS WEALTH ADVISORS | FEARLESS FINANCIAL ADVISORS, LLC

CRD#: 292551 / SEC#: 801-122530

RIA

Registered Investment Advisory firm - (10/22/2021 Approved)

Arizona

Registered Investment Advisory firm - (1/18/2022 Terminated)

Colorado

Registered Investment Advisory firm - (1/18/2022 Terminated)

Utah

Registered Investment Advisory firm - (1/19/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(9/25/2025)

California
(11/10/2025)

Colorado
(9/25/2025)

Nevada
(9/25/2025)

IAR

South Carolina
(8/25/2025)

South Carolina
(9/25/2025)

South Dakota
(9/25/2025)

Utah
(9/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 5/1/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/19/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/21/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/12/2002

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 28

Date: 1/14/2008

Introducing Broker/Dealer Financial Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/30/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FIDELIS WEALTH ADVISORS

BEAUMARIS CAPITAL | FIDELIS WEALTH ADVISORS, LLC | FIDELIS WEALTH ADVISORS | FEARLESS FINANCIAL ADVISORS, LLC

CRD#: 292551 / SEC#: 801-122530

RIA

Registered Investment Advisory firm - (10/22/2021 Approved)

Arizona

Registered Investment Advisory firm - (1/18/2022 Terminated)

Colorado

Registered Investment Advisory firm - (1/18/2022 Terminated)

Utah

Registered Investment Advisory firm - (1/19/2022 Terminated)

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Contact information

Main Address

20 N Wilcox Street Suite 106, Castle Rock, CO 80104

Mailing Address

Phone number

(303) 800-4683

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (9/18/2025)

Regulatory assets under management

Total Number of Accounts	1,138
AUM (Assets Under Management)	$ 253,237,003

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John J. Vansant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Vansant's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELIS WEALTH ADVISORS

COLORADO FINANCIAL SERVICE CORPORATION

APOLLON FINANCIAL, LLC

LPL FINANCIAL LLC

CABOT LODGE SECURITIES LLC

APOLLON WEALTH MANAGEMENT, LLC

HOLMES & TURNER FINANCIAL SERVICES, INC.

CASCADE FINANCIAL MANAGEMENT, INC.

CASCADE FINANCIAL MANAGEMENT, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

FIDELIS WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 5/1/2023

Series 65

Date: 12/19/2017

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/21/2006

Series 6

Date: 12/12/2002

Series 28

Date: 1/14/2008

Series 24

Date: 3/30/2006

FINRA

Current Firm

FIDELIS WEALTH ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDELIS WEALTH ADVISORS

TRUST BUT VERIFY

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