Lorie Chantelle Jones

Employer firm

Tandem Financial, LLC CRD 292565

$542M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 08/2017
  Gwfs Equities, Inc.
  Greenwood Village, CO
• 08/2017 → 05/2018
  Northwest Asset Management
  Mercer Island, WA
• 05/2018 → 09/2025
  Fidelis Wealth Advisors Dba Fearless Financial Advisors
  Highlands Ranch, CO
• 08/2018 → 09/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2025 → Present
  Tandem Financial Llc
  Greenwood Village, CO

Previous Registrations

• 2018-05-16 → 2025-09-19
  Fidelis Wealth Advisors
  Castle Rock, CO
• 2017-08-08 → 2018-08-02
  Northwest Asset Management
  Castle Rock, CO
  Castle Rock, CO
  Mercer Island, WA
• 2016-01-04 → 2016-07-29
  Gallacher Capital Management, Llc
  Lone Tree, CO

Other Businesses

1. Teutates Financial, LLC, Single Member, 1/2020. Ownership in Fidelis Wealth and Accounting purposes. 2 hours a month. 2. Public Notary-State of Colorado, 2021. No Compensation. Less than 10% of time is spent on this non-investment related business, 3. Fearless Female LLC. 10031 Jasmine Court Littleton CO. Owner. Podcast. Interview individuals about their careers. 10 hours, 10 hours. 4. Fearless Financial Advisors. Investment Related. At Registered Location. RIA. Owner. Start Date: 12/2024.160 hrs/month; 160 hrs/month during trading hours. 5. SECOR CARES: NOT INVESTMENT RELATED; PARKER, CO; NON-PROFIT HELPING POVERTY WITHIN THE COMMUNITY; BOARD MEMBER; START DATE-12/2025; 2 HRS/MTH DURING SECURITIES TRADING HOURS; HELP MANAGE STOCK DONATION ACCOUNTS BUT DO ADVISE OR CHARGE A FEE, DO NOT HAVE ACCESS OR CUSTODY OF FUNDS. 6. WIPN - WE INSPIRE, PROMOTE NETWORK; NOT INVESTMENT RELATED; NATIONAL; NATIONAL OPERATIONS BOARD MEMBER; START DATE - 01/2026; 2 HRS/MTH DURING SECURITIES TRADING HOURS; IN CHARGE OF NATIONAL OPERATIONS

Exams

• S66 Uniform Combined State Law Examination
  2015-09-19

Designations

• Certified Financial Planner

Other Names

• Lorie C Hanks
• Lorie C. Jones
• Lorie Chantelle Hanks