Ronald Jacob Dawson

Current Employers

Employment History

• 08/2016 → 12/2016
  Waddell & Reed, Inc
  Lynchburg, VA
• 08/2016 → 12/2016
  Various Insurance Carriers For W&R Insurance Agencies
  Appomattox, VA
• 08/2016 → 08/2022
  Legacy Wealth Management Group (Dba)
  Lynchburg, VA
• 02/2017 → 08/2022
  Caitlin John, Llc
  Brighton, MI
• 08/2022 → Present
  Legacy Wealth Management Group, Inc.
  Lynchburg, VA
• 01/2022 → Present
  Old Dominion Insurance Partners
  Lynchburg, VA
• 07/2017 → Present
  Legacy Auditorium, Llc
  Lynchburg, VA
• 05/2025 → Present
  Legacy Wealth Advisor Llc
  Lynchburg, VA

Previous Registrations

• 2017-02-27 → 2022-08-16
  Simplyria Advisor Network
  Lynchburg, VA
  Brighton, MI
• 2016-08-17 → 2016-12-27
  Waddell & Reed
  Virginia Beach, VA
  Lynchburg, VA
• 2009-05-04 → 2016-07-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlottesville, VA
  Lynchburg, VA

Other Businesses

1) Jake Dawson is a co-owner of Legacy Auditorium, LLC which maintain books and records pertaining to the rental of Legacy Private Wealth Management's auditorium by outside organizations. This business is not investment related and was started in July of 2017. It is located at 1971 English Tavern Road, Lynchburg, VA 24501. This activity takes approximately 1-5% of time spent per week during trading hours. 2) Insurance sales; investment-related; Lynchburg, VA; Insurance agent; start date: 01/2022; approximately 20 hrs/mo during trading hours; sales of various insurance products. 3) Rental property; non-investment related; Appomattox, VA; co-owner of 278 Linden Rental LLC; November 2021; maintains the books and records pertaining to the rental of a home located at 278 Linden Street, Appomattox, VA 24522. Less than 2 hours a month

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-04-30
• S63 Uniform Securities Agent State Law Examination
  2007-12-21

Other Names

• Jake Dawson
• Ronald Jacob Dawson
• Ronald Jacob Dawson
• Ronald J Dawson