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Justin Derrick Jones

Fidelis Capital

Dallas, TX

Tampa, FL

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Current Employers
Fidelis Capital

4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-03
  • TX RA
    APPROVED
    Since 2023-01-03

Branch Locations

910 S Pearl Expy, Dallas, TX 75201 • United States

4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Investment Center Inc Plano TX 08/2015 10/2016
Ic Advisory Services Inc Plano TX 08/2015 10/2016
Ae Wealth Management, Llc Topeka KS 02/2017 04/2019
Eifler Advisory Group Plano TX 07/2015 10/2016
Jl Cochran & Co Arlington TX 07/2015 02/2017
Advantage Commercial Lending Plano TX 10/2016 02/2017
Valiant Wealth Management Plano TX 02/2017 12/2018
Level Four Advisory Services Plano TX 04/2019 11/2022
Fidelis Capital Partners, Llc Dallas TX 11/2022 Present
  • 08/2015 → 10/2016
    The Investment Center Inc
    Plano, TX
  • 08/2015 → 10/2016
    Ic Advisory Services Inc
    Plano, TX
  • 02/2017 → 04/2019
    Ae Wealth Management, Llc
    Topeka, KS
  • 07/2015 → 10/2016
    Eifler Advisory Group
    Plano, TX
  • 07/2015 → 02/2017
    Jl Cochran & Co
    Arlington, TX
  • 10/2016 → 02/2017
    Advantage Commercial Lending
    Plano, TX
  • 02/2017 → 12/2018
    Valiant Wealth Management
    Plano, TX
  • 04/2019 → 11/2022
    Level Four Advisory Services
    Plano, TX
  • 11/2022 → Present
    Fidelis Capital Partners, Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-06
S63 Uniform Securities Agent State Law Examination 2013-08-28
  • S65 Uniform Investment Adviser Law Examination
    2015-04-06
  • S63 Uniform Securities Agent State Law Examination
    2013-08-28

View on SEC IAPD

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