John Joseph Vansant
Investment Adviser Representative at Fidelis Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Joseph Vansant is an investment adviser representative with Fidelis Wealth Advisors in Mount Pleasant, SC, where they have been registered since 2025. They have worked in the securities industry since 2004 and have been registered with 5 firms, including Apollon Financial, LLC and Apollon Wealth Management, LLC. They have passed 8 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in South Carolina.
Registrations & licenses
- Investment adviser:
- South Carolina
- Broker:
7 states and territories
Arizona, California, Colorado, Nevada, South Carolina, South Dakota, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cascade Financial Management, Inc.Jun 2005 – Dec 2020Denver, CO
- Apollon Wealth Management, LLCJan 2021 – Jun 2023Mount Pleasant, SC
- Holmes & Turner Financial Services, Inc.Jan 2021 – Feb 2023Mount Pleasant, SC
- Cabot Lodge Securities LLCFeb 2023 – Jun 2023New York, NY
- Apollon Financial, LLCJun 2023 – Aug 2025Mount Pleasant, SC
- LPL Financial LLCJul 2023 – Sep 2025Parker, CO
- Fidelis Wealth AdvisorsAug 2025 – no end date reportedCastle Rock, CO
- Colorado Financial Service CorportationSep 2025 – no end date reportedCentennial, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Fidelis Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Castle Rock, CO
- SEC file number:
- 801-122530
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Fidelis Wealth Advisors
4 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Joseph Vansant has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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