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Jonathan Dorsey

Jonathan Dorsey

VANDALIA WEALTH
BECKLEY, WV 25801
Some features on this profile are disabled
CRD#: 5609770
Jonathan Dorsey
Jonathan DorseyVANDALIA WEALTH

Professional summary

Jonathan Dorsey, CFP®, who also goes by Jonathan Crawford Dorsey, is a registered financial advisor currently at VANDALIA WEALTH located in Beckley, West Virginia.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jonathan has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Jonathan Crawford Dorsey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Dorsey's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

June 15, 2026 - Present

VANDALIA WEALTH

Office #1: 101 N. Kanawha Suite 301, Beckley, WV 25801
RIA
CRD#: 340089
BECKLEY, WV
Past

November 2, 2020 - July 9, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
BECKLEY, WV
Past

October 27, 2020 - July 9, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
BECKLEY, WV
Past

February 14, 2020 - October 22, 2020

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
BRIDGEPORT, WV
Past

February 7, 2020 - October 22, 2020

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BRIDGEPORT, WV
Past

May 17, 2017 - March 8, 2018

UNITED BROKERAGE SERVICES, INC

RIA
CRD#: 39062
BECKLEY, WV
Past

May 15, 2017 - March 8, 2018

UNITED BROKERAGE SERVICES, INC

BD
CRD#: 39062
BECKLEY, WV
Past

March 19, 2015 - May 15, 2017

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
BLUEFIELD, WV
Past

March 13, 2015 - May 15, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
BLUEFIELD, WV
Past

November 17, 2011 - March 13, 2015

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
PRINCETON, WV
Past

November 14, 2011 - March 13, 2015

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
PRINCETON, WV
Past

November 17, 2009 - December 15, 2010

EDWARD JONES

RIA
CRD#: 250
BECKLEY, WV
Past

September 18, 2009 - December 15, 2010

EDWARD JONES

BD
CRD#: 250
BECKLEY, WV
Past

February 10, 2009 - May 27, 2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
BECKLEY, WV

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
West Virginia
(6/15/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/2/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/26/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/8/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/9/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

VW
VANDALIA WEALTH
VANDALIA WEALTH | VANDALIA WEALTH MANAGEMENT INCORPORATED

CRD#: 340089 / SEC#: 801-135365

RIA
Registered Investment Advisory firm - (2/19/2026 120-Day Approval)
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Contact information

Main Address
500 Corporate Landing Suite 201, Charleston, WV 25311
Mailing Address
Phone number
(304) 915-0260
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VANDALIA WEALTH MANAGEMENT INCORPORATED DISCLOSURE BROCHURE (1/20/2026)
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VANDALIA WEALTH

CRD#: 340089Beckley, WV 25801

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