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RIA / WealthAdvisor13 years in industry

Justin Derrick Jones

Advisor at FIDELIS CAPITAL

Dallas, TX | TAMPA, FL

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Search this name across graphsid dfx:ria:fe7062b2-d827-d6a5-7404-06caaa60a18f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 7, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FIDELIS CAPITAL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 28, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 28, 2013
First registration: Apr 7, 2015
Dual registered: no
IAPD individual key: 6226015

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FIDELIS CAPITAL	Independent wealth	Jan 3, 2023	n/a	yes	TAMPA, FL\|Dallas, TX	Current employment
LEVEL FOUR ADVISORY SERVICES	Bd affiliated wealth	Apr 26, 2019	Nov 15, 2022	no	Plano, TX	Previous registration
VALIANT WEALTH MANAGEMENT	n/a	Oct 20, 2017	Dec 31, 2018	no	PLANO, TX	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Feb 27, 2017	Apr 11, 2019	no	Plano, TX	Previous registration
IC ADVISORY SERVICES, INC.	Former SEC adviser	Aug 17, 2015	Oct 27, 2016	no	PLANO, TX\|BEDMINSTER, NJ	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Apr 7, 2015	Jul 31, 2015	no	PLANO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LEVEL FOUR ADVISORY SERVICES	FIDELIS CAPITAL	Nov 15, 2022	Jan 3, 2023	49	Firm change	Ibd to RIA
AE WEALTH MANAGEMENT, LLC	VALIANT WEALTH MANAGEMENT	Apr 11, 2019	Oct 20, 2017	-538	Firm change after gap	Other
VALIANT WEALTH MANAGEMENT	LEVEL FOUR ADVISORY SERVICES	Dec 31, 2018	Apr 26, 2019	116	Firm change	Other
IC ADVISORY SERVICES, INC.	AE WEALTH MANAGEMENT, LLC	Oct 27, 2016	Feb 27, 2017	123	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	IC ADVISORY SERVICES, INC.	Jul 31, 2015	Aug 17, 2015	17	Firm change	Other

Relationships

Registered with (6)

→ FIDELIS CAPITALRegistered adviserregistration: current employment
Jan 3, 2023 to presentfactForm ADV
→ LEVEL FOUR ADVISORY SERVICESRegistered adviserregistration: previous registration
Apr 26, 2019 to Nov 15, 2022factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 27, 2017 to Apr 11, 2019factForm ADV
→ VALIANT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 20, 2017 to Dec 31, 2018factForm ADV
→ IC ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Aug 17, 2015 to Oct 27, 2016factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 7, 2015 to Jul 31, 2015factForm ADV

Dated events

Occurred
Nov 15, 2022
Advisor changed firm
Justin Derrick Jones left Level Four Advisory Services for Fidelis Capital (registered 2023-01-03)
Form ADVobserved 6 days ago