Jonathan Dootson has been an investment adviser representative at DaVinci Financial Designs since April 2024, and is not listed among the firm’s executive officers or direct owners. Jonathan Dootson holds a B.A. in Finance from Clemson University and a B.A. in Management from Clemson University.
Davinci Financial Designs LLC is a Columbia, SC firm with $223M under management, 353 clients and 5 advisers in one office, as of its April 2026 filing.
Jonathan Dootson is Paraplanner and LPL Financial Registered Administrative Associate at DaVinci Financial Designs. He began working at the firm in 2019. He assists advisors with financial planning, retirement planning, investment analysis, and developing customized strategies to help clients pursue their financial goals.
- Davinci Financial DesignsCurrent– present · 2 yearsColumbia, SC · Adviser representative · Firm CRD 163362
Investment adviser representative registrations
Jonathan Dootson is registered as an investment adviser representative in South Carolina, since April 2024.
- South CarolinaSince 8 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 April 2023 |
| Series 7TO | General Securities Representative Examination | 9 March 2023 |
| SIE | Securities Industry Essentials Examination | 13 January 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jonathan Lawrence Dootson
- CRD
- 7208948
- Firm
- DaVinci Financial Designs · CRD 163362
- Office
- 5301 N. TRENHOLM ROAD, SUITE A, Columbia, SC 29206
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- davincifinancialdesigns.com
Where does Jonathan Dootson work?
Jonathan Dootson is an investment adviser representative registered through Davinci Financial Designs LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Dootson a financial advisor?
Yes. Jonathan Dootson has a current investment-adviser registration in South Carolina, through DaVinci Financial Designs since April 2024.
How many years of experience does Jonathan Dootson have?
Jonathan Dootson has 3 years in the financial industry, since March 2023, across 1 adviser firm.
What exams has Jonathan Dootson passed?
Jonathan Dootson has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2023.
Where is Jonathan Dootson based?
Jonathan Dootson’s registered office is in Columbia, SC.
Is Jonathan Dootson registered with FINRA?
Yes. Jonathan Dootson has a current broker registration, under CRD 7208948.
Source: FINRA BrokerCheck
How can I verify Jonathan Dootson’s record?
Search CRD 7208948 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jonathan Dootson’s full registration record.
