John Vansant has been CCO of Fidelis Wealth Advisors since August 2025, is a control person of the firm and directly owns under 5% of it. John Vansant holds a Bachelor's degree in international business from Johnson & Wales University.
Fidelis Wealth Advisors, LLC is a Castle Rock, CO firm with $210M under management, 210 clients and 5 advisers across 2 offices, as of its March 2026 filing.
John Van Sant is COO and CCO of Fidelis Wealth Advisors, based in Castle Rock, CO. He began his career in wealth management in 2005 and has spent more than 20 years in leadership roles focused on operational excellence, strategic growth, and advisor support. Before joining Fidelis, he served as President and CFO at Cascade Financial Management and as OSJ Principal with LPL and Apollon Financial.
John Vansant’s longest registration was 3 years at Cascade Financial Management, Inc. (2017–2021). Before joining Fidelis Wealth Advisors in 2025, John Vansant was registered through Apollon Financial, LLC and Apollon Wealth Management, LLC.
- Colorado Financial Service CorporationAlso current– present · 1 yearMount Pleasant, SC · Adviser representative and broker · Firm CRD 104343
- Fidelis Wealth AdvisorsCurrent– present · 1 yearMount Pleasant, SC · Adviser representative · Firm CRD 292551
- Apollon Financial, LLC– · 2 yearsMount Pleasant, SC · Adviser representative · Firm CRD 321217
- Apollon Wealth Management, LLC– · 2 yearsMount Pleasant, SC · Adviser representative · Firm CRD 291902
- Holmes & Turner Financial Services, Inc.– · 2 yearsBozeman, MT · Adviser representative · Firm CRD 113553
- Cascade Financial Management, Inc.– · 3 yearsBoulder, CO · Adviser representative · Firm CRD 119030
Investment adviser representative registrations
John Vansant is registered as an investment adviser representative in South Carolina, since August 2025.
- South CarolinaSince 25 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 1 May 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 December 2017 |
| Series 28 | Introducing Broker/Dealer Financial Operations Principal Examination | 14 January 2008 |
| Series 24 | General Securities Principal Examination | 30 March 2006 |
| Series 7 | General Securities Representative Examination | 21 February 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 December 2002 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Introducing Broker/Dealer Financial Operations Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Joseph Vansant
- CRD
- 4584363
- Firm
- Fidelis Wealth Advisors · CRD 292551
- Role
- CCO
- Office
- Mount Pleasant, SC
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- fidelis-wealth.com
Where does John Vansant work?
John Vansant has been CCO of Fidelis Wealth Advisors, LLC since August 2025, and is a control person of the firm.
Is John Vansant a financial advisor?
Yes. John Vansant has a current investment-adviser registration in South Carolina, through Fidelis Wealth Advisors since August 2025.
How many years of experience does John Vansant have?
John Vansant has 22 years in the financial industry, since February 2004, across 6 adviser firms.
What exams has John Vansant passed?
John Vansant has passed 7 licensing exams: the Series 6, Series 7, Series 24, Series 28, Series 65, Series 99TO and Series 63. The earliest, the Series 6, was passed in December 2002. FINRA credited John Vansant with the SIE, which began in October 2018.
Where did John Vansant work before Fidelis Wealth Advisors?
Before Fidelis Wealth Advisors, John Vansant was registered through Apollon Financial, LLC, July 2023 to August 2025; Apollon Wealth Management, LLC, February 2021 to November 2023; Holmes & Turner Financial Services, Inc., February 2020 to February 2023; Cascade Financial Management, Inc., December 2017 to February 2021.
Where is John Vansant based?
John Vansant’s registered office is in Mount Pleasant, SC.
Is John Vansant registered with FINRA?
Yes. John Vansant has a current broker registration, under CRD 4584363.
Source: FINRA BrokerCheck
How can I verify John Vansant’s record?
Search CRD 4584363 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish John Vansant’s full registration record.
