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John Davis Fleming

John D. Fleming

VANDALIA WEALTH
GREENVILLE, NC 27858
Some features on this profile are disabled
CRD#: 6592334
John Davis Fleming
John Davis FlemingVANDALIA WEALTH

Professional summary

John Davis Fleming, CFP®, who also goes by John Fleming, Davis Fleming, is a registered financial advisor currently at VANDALIA WEALTH located in Greenville, North Carolina.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. John has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

John Fleming | Davis Fleming

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 John Davis Fleming'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

July 2, 2026 - Present

VANDALIA WEALTH

Office #1: 710 Cromwell Drive Suite A, Greenville, NC 27858
RIA
CRD#: 340089
GREENVILLE, NC
Past

January 29, 2025 - July 2, 2026

AXXCESS WEALTH MANAGEMENT, LLC

RIA
CRD#: 164081
GREENVILLE, NC
Past

June 1, 2022 - January 30, 2025

FORVIS MAZARS WEALTH ADVISORS, LLC

RIA
CRD#: 110905
Greenville, NC
Past

March 9, 2018 - August 24, 2022

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

RIA
CRD#: 109279
Greenville, NC
Past

September 18, 2017 - November 27, 2017

EDWARD JONES

RIA
CRD#: 250
WILSON, NC
Past

August 29, 2017 - November 27, 2017

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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
North Carolina
(7/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/16/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/27/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/29/2017
General Securities 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#: 340089Greenville, NC 27858

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