Justin D. Jones

FIDELIS CAPITAL

Dallas, TX 75201

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CRD#: 6226015

Professional summary

Justin Derrick Jones is a registered financial advisor currently at FIDELIS CAPITAL located in Dallas, Texas.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Justin has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

JUSTIN D JONES INSURANCE SALES.AGENT.NON INVESTMENT RELATED. SELL LIFE AND LONG TERM CARE.PLACING INSURANCE BUSINESS THROUGH ADVISORS EXCEL. DEVOTE 1 TO 20%, ANNUAL INCOME 21 TO 40%. NO FINANCIAL INTEREST. ESTABLISHED 08/12/2015

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Derrick Jones'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

January 3, 2023 - Present

FIDELIS CAPITAL

Office #1: 910 S Pearl Expy, Dallas, TX 75201

RIA

CRD#: 322287

Dallas, TX

Past

April 26, 2019 - November 15, 2022

LEVEL FOUR ADVISORY SERVICES

RIA

CRD#: 134086

Plano, TX

Past

October 20, 2017 - December 31, 2018

VALIANT WEALTH MANAGEMENT

RIA

CRD#: 288262

PLANO, TX

Past

February 27, 2017 - April 11, 2019

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Plano, TX

Past

August 17, 2015 - October 27, 2016

IC ADVISORY SERVICES, INC.

RIA

CRD#: 140190

PLANO, TX

Past

August 10, 2015 - October 27, 2016

THE INVESTMENT CENTER, INC.

CRD#: 17839

PLANO, TX

Past

April 7, 2015 - July 31, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

PLANO, TX

Past

July 22, 2013 - July 31, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PLANO, TX

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 CAPITAL

FIDELIS | FIDELIS CAPITAL PARTNERS, LLC | FIDELIS CAPITAL

CRD#: 322287 / SEC#: 801-126176

RIA

Registered Investment Advisory firm - (7/25/2022 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Texas
(1/3/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/6/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/27/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/2/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/19/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FIDELIS CAPITAL

FIDELIS | FIDELIS CAPITAL PARTNERS, LLC | FIDELIS CAPITAL

CRD#: 322287 / SEC#: 801-126176

RIA

Registered Investment Advisory firm - (7/25/2022 Approved)

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Contact information

Main Address

4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607

Mailing Address

Phone number

(813) 934-6246

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELIS CAPITAL PARTNERS FIRM BROCHURE 3-19-25 (6/4/2025)

Regulatory assets under management

Total Number of Accounts	934
AUM (Assets Under Management)	$ 1,660,321,213

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

Justin D. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Derrick Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEVEL FOUR ADVISORY SERVICES

VALIANT WEALTH MANAGEMENT

AE WEALTH MANAGEMENT, LLC

IC ADVISORY SERVICES, INC.

THE INVESTMENT CENTER, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

FIDELIS CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/2015

Series 63

Date: 8/28/2013

SIE

Date: 10/27/2016

Series 7

Date: 12/2/2015

Series 6

Date: 7/19/2013

Current Firm

FIDELIS CAPITAL

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDELIS CAPITAL

TRUST BUT VERIFY

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