Jeffrey
Bullock
Fidelis Wealth Advisors
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About this Advisor
Jeffrey Bullock is a financial advisor based in Castle Rock, Colorado, with a total of 2 years of relevant experience. Bullock currently works for Fidelis Wealth Advisors. During their career, Bullock has held roles at Jp Morgan Securities LLC, J.P. Morgan Chase Bank, Na, Pivot Sports, LLC and Greenwood Income Partners, LLC. Bullock maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Colorado. Fidelis Wealth Advisors is a financial advisory business based out of Castle Rock, CO. It controls $148 million in assets under management between its 860 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 860 client accounts, just 14% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees typically are based on which services the firm provides the client. However, fee types billed by Fidelis Wealth Advisors can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelis Wealth Advisors Brokerage Details
$147,963,770
3
860
$172,051
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Bullock Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Greenwood Income Partners, LLC
J.P. Morgan Chase Bank, Na
Pivot Sports, LLC
Jp Morgan Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Bullock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelis Wealth Advisors
Castle Rock, CO
Castle Rock, CO
Castle Rock, CO
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