Jason Lunsford has been an investment adviser representative at Vandalia Wealth Management since July 2026, and is not listed among the firm’s executive officers or direct owners. Jason Lunsford holds a Finance degree from Concord University and a Master of Business Administration from Marshall University.
Vandalia Wealth Management Incorporated is a Charleston, WV firm with $250M under management, 469 clients and 15 advisers across 6 offices, as of its July 2026 filing.
Jason Lunsford is Partner Wealth Advisor of Vandalia Wealth. He has been in the financial services industry since 1999, focusing on private client advisory and institutional investment advisory and consulting services. He evaluates the entire scope of a client's finances, from investment to estate planning to tax management. His career has included sales, advisory, management and leadership roles in financial services in Fortune 500 corporations.
Jason Lunsford’s longest registration was 12 years at Dixon Hughes Goodman Wealth Advisors LLC (2010–2022). Before joining Vandalia Wealth Management in 2026, Jason Lunsford was registered through Forvis Mazars Wealth Advisors, LLC and Dixon Hughes Goodman Wealth Advisors LLC.
- Vandalia WealthCurrent– present · under a yearCharleston, WV · Adviser representative · Firm CRD 340089
- Axxcess Wealth Management, LLCAlso current– present · 1 yearCharleston, WV · Adviser representative · Firm CRD 164081
- Forvis Mazars Wealth Advisors, LLC– · 2 yearsCharleston, WV · Adviser representative · Firm CRD 110905
- Dixon Hughes Goodman Wealth Advisors LLC– · 12 yearsCharleston, WV · Adviser representative · Firm CRD 109279
- RBC Capital Markets Corporation– · under a yearCharleston, WV · Adviser representative · Firm CRD 31194
- Ferris, Baker Watts, LLC– · under a yearCharleston, WV · Adviser representative · Firm CRD 285
- A&f Financial Advisors LLC– · under a yearCharleston, WV · Adviser representative · Firm CRD 119092
- Ferris, Baker Watts Incorporated– · 2 yearsCharleston, WV · Adviser representative · Firm CRD 285
- BB&T Asset Management, Inc.– · 2 yearsRaligh, NC · Adviser representative · Firm CRD 108443
Professional designations
Listed by Vandalia Wealth Management
- CRPS®
- AAMS®
- AIF®
- PPC®
Investment adviser representative registrations
Jason Lunsford is registered as an investment adviser representative in West Virginia, since February 2025.
- West VirginiaSince 3 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 November 2000 |
| Series 7 | General Securities Representative Examination | 6 October 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Andrew Lunsford
- CRD
- 4240896
- Firm
- Vandalia Wealth Management · CRD 340089
- Office
- 500 CORPORATE LANDING, SUITE 201, Charleston, WV 25311
- Registration
- Investment adviser registration
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vandaliawealth.com
Where does Jason Lunsford work?
Jason Lunsford is an investment adviser representative registered through Vandalia Wealth Management Incorporated since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jason Lunsford a financial advisor?
Yes. Jason Lunsford has a current investment-adviser registration in West Virginia, through Vandalia Wealth Management since July 2026.
How many years of experience does Jason Lunsford have?
Jason Lunsford has 23 years in the financial industry, since January 2003, across 8 adviser firms.
What exams has Jason Lunsford passed?
Jason Lunsford has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2000.
Where did Jason Lunsford work before Vandalia Wealth Management?
Before Vandalia Wealth Management, Jason Lunsford was registered through Forvis Mazars Wealth Advisors, LLC, June 2022 to January 2025; Dixon Hughes Goodman Wealth Advisors LLC, March 2010 to August 2022; RBC Capital Markets Corporation, March 2009 to March 2010; Ferris, Baker Watts, LLC, April 2008 to March 2009; A&f Financial Advisors LLC, August 2007 to February 2008; Ferris, Baker Watts Incorporated, May 2005 to July 2007; BB&T Asset Management, Inc., August 2002 to March 2005.
Where is Jason Lunsford based?
Jason Lunsford’s registered office is in Charleston, WV.
Is Jason Lunsford registered with FINRA?
No. Jason Lunsford has no current broker registration.
How can I verify Jason Lunsford’s record?
Search CRD 4240896 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Lunsford’s full registration record.