Jonathan Dorsey has been an investment adviser representative at Vandalia Wealth Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
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.
Jonathan Dorsey’s longest registration was 5 years at LPL Financial LLC (2020–2026). Before joining Vandalia Wealth Management in 2026, Jonathan Dorsey was registered through LPL Financial LLC and J.P. Morgan Securities LLC.
- Vandalia WealthCurrent– present · under a yearBeckley, WV · Adviser representative · Firm CRD 340089
- LPL Financial LLC– · 5 yearsBeckley, WV · Adviser representative · Firm CRD 6413
- J.P. Morgan Securities LLC– · under a yearBridgeport, WV · Adviser representative · Firm CRD 79
- United Brokerage Services Inc– · under a yearBeckley, WV · Adviser representative · Firm CRD 39062
- Raymond James Financial Services Advisors, Inc– · 2 yearsBluefield, WV · Adviser representative · Firm CRD 149018
- BB&T Investment Services, Inc.– · 3 yearsPrinceton, WV · Adviser representative · Firm CRD 33856
- Edward Jones– · 1 yearBeckley, WV · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Jonathan Dorsey is registered as an investment adviser representative in West Virginia, since June 2026.
- West VirginiaSince 15 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 November 2009 |
| Series 7 | General Securities Representative Examination | 17 September 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 February 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 February 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 5609770
- Firm
- Vandalia Wealth Management · CRD 340089
- Office
- 101 N. KANAWHA, SUITE 301, Beckley, WV 25801
- Registration
- Investment adviser registration
- In the industry since
- April 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Dorsey work?
Jonathan Dorsey is an investment adviser representative registered through Vandalia Wealth Management Incorporated since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Dorsey a financial advisor?
Yes. Jonathan Dorsey has a current investment-adviser registration in West Virginia, through Vandalia Wealth Management since June 2026.
How many years of experience does Jonathan Dorsey have?
Jonathan Dorsey has 14 years in the financial industry, since April 2012, across 7 adviser firms.
What exams has Jonathan Dorsey passed?
Jonathan Dorsey has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in February 2009. FINRA credited Jonathan Dorsey with the SIE, which began in October 2018.
Where did Jonathan Dorsey work before Vandalia Wealth Management?
Before Vandalia Wealth Management, Jonathan Dorsey was registered through J.P. Morgan Securities LLC, February 2020 to October 2020; United Brokerage Services Inc, May 2017 to March 2018; Raymond James Financial Services Advisors, Inc, March 2015 to May 2017; BB&T Investment Services, Inc., November 2011 to March 2015; Edward Jones, November 2009 to December 2010.
Where is Jonathan Dorsey based?
Jonathan Dorsey’s registered office is in Beckley, WV.
Is Jonathan Dorsey registered with FINRA?
No. Jonathan Dorsey has no current broker registration.
How can I verify Jonathan Dorsey’s record?
Search CRD 5609770 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Dorsey’s full registration record.