Lorie Chantelle Jones
Investment adviser representative at Tandem Financial, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$541.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Tandem Financial, LLCSep 2025 to now
- Purshe Kaplan Sterling InvestmentsAug 2018 to Sep 2025
- Fidelis Wealth Advisors dba Fearless Financial AdvisorsMay 2018 to Sep 2025
- Northwest Asset ManagementAug 2017 to May 2018
- Gwfs Equities, Inc.Aug 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CO).
Tandem Financial, LLC
$541.8MAssets managed
457Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6496668
- Firm CRD
- 292565