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RIA / WealthAdvisorCertified Financial Planner17 years in industry

Jonathan Dorsey

Advisor at VANDALIA WEALTH

BECKLEY, WV | CHARLESTON, WV

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Search this name across graphsid dfx:ria:3d81be35-8234-b62f-9354-895c1941c1bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Nov 17, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VANDALIA WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 26, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Feb 26, 2009
First registration: Nov 17, 2009
Dual registered: no
Other names: Jonathan Dorsey|JONATHAN CRAWFORD DORSEY
IAPD individual key: 5609770

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VANDALIA WEALTH	Independent wealth	Jun 15, 2026	n/a	yes	BECKLEY, WV\|CHARLESTON, WV	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 2, 2020	Jul 9, 2026	no	BLUEFIELD, WV\|BLUEFIELD, VA\|MACARTHUR, WV\|OCEANA, WV\|MAX MEADOWS, VA\|MULLENS, WV\|HINTON, WV\|PRINCETON, WV\|WYTHEVILLE, VA\|BECKLEY, WV\|CHRISTIANSBURG, VA\|BLUEFIELD, WV\|CHARLESTON, WV\|CHARLESTON, WV\|PRINCETON, WV\|PINEVILLE, WV\|BECKLEY, WV\|BECKLEY, WV\|PENN LAIRD, VA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Feb 14, 2020	Oct 22, 2020	no	BUCKHANNON, WV\|BRIDGEPORT, WV	Previous registration
UNITED BROKERAGE SERVICES INC	Bd affiliated wealth	May 17, 2017	Mar 8, 2018	no	BECKLEY, WV	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Mar 19, 2015	May 15, 2017	no	BLUEFIELD, WV	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Nov 17, 2011	Mar 13, 2015	no	CHARLOTTE, NC\|PRINCETON, WV\|BLUEFIELD, VA\|LEWISBURG, WV\|RONCEVERTE, WV\|HUNTINGTON, WV	Previous registration
EDWARD JONES	National bd RIA	Nov 17, 2009	Dec 15, 2010	no	ST LOUIS, MO\|BECKLEY, WV	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	VANDALIA WEALTH	Jul 9, 2026	Jun 15, 2026	-24	Firm change	Ibd to new firm
J.P. MORGAN SECURITIES LLC	LPL FINANCIAL LLC	Oct 22, 2020	Nov 2, 2020	11	Firm change	Wirehouse to ibd
UNITED BROKERAGE SERVICES INC	J.P. MORGAN SECURITIES LLC	Mar 8, 2018	Feb 14, 2020	708	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	UNITED BROKERAGE SERVICES INC	May 15, 2017	May 17, 2017	2	Firm change	Other
BB&T INVESTMENT SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Mar 13, 2015	Mar 19, 2015	6	Firm change	Other
EDWARD JONES	BB&T INVESTMENT SERVICES, INC.	Dec 15, 2010	Nov 17, 2011	337	Firm change	Ibd to new firm

Relationships

Registered with (7)

→ VANDALIA WEALTHRegistered adviserregistration: current employment
Jun 15, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 2, 2020 to Jul 9, 2026factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Feb 14, 2020 to Oct 22, 2020factForm ADV
→ UNITED BROKERAGE SERVICES INCRegistered adviserregistration: previous registration
May 17, 2017 to Mar 8, 2018factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Mar 19, 2015 to May 15, 2017factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Nov 17, 2011 to Mar 13, 2015factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Nov 17, 2009 to Dec 15, 2010factForm ADV

Dated events

Occurred
Jul 9, 2026
Advisor changed firm
Jonathan Dorsey left Lpl Financial Llc for Vandalia Wealth (registered 2026-06-15)
Form ADVobserved 4 days ago