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Current Employers
Vandalia Wealth

500 Corporate Landing Suite 201, Charleston, WV 25311 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2026-04-30
TX RA APPROVED_RES 2026-04-27
  • WV RA
    APPROVED
    Since 2026-04-30
  • TX RA
    APPROVED_RES
    Since 2026-04-27

Branch Locations

500 Corporate Landing Suite 201, Charleston, WV 25311 • United States

Axxcess Wealth Management, Llc

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2022-01-07
  • WV RA
    APPROVED
    Since 2022-01-07

Branch Locations

500 Corporate Landing Suite 201, Charleston, WV 25311 • United States

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Charleston WV 05/2009 11/2016
Wells Fargo Clearing Services, Llc Charleston WV 11/2016 07/2021
Axxcess Wealth Management, Llc Carleston WV 07/2021 Present
Vandalia Wealth Management Incorporated Charleston WV 04/2026 Present
Previous Registrations
Other Businesses

1. BJH PROPERTIES LLC, INVESTMENT RELATED, 1/3 OWNER, CURRENTLY NO TIME DEVOTED, LLC OWNS REAL ESTATE, WINFIELD WV, START 08/2010 2. PERFORMANCE INDUSTRIAL COATINGS, INC; NOT INVESTMENT RELATED; LEON, WV; NATURE IS INDUSTRIAL CONSTRUCTION; START 03/24/2015; 10 HOURS PER MONTH/0 DURING TRADING; JOHN'S SPOUSE IS 100% OWNER, AND HE HELPS ADVISE HER WITH THIS BUSINESS. 3. INSURANCE; NOT INVESTMENT RELATED; 500 CORPORATE LANDING, SUITE 201, CHARLESTON, WV 25311; INSURANCE; START 6/1995; APPX 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS; LIFE, ACCIDENT AND HEALTH OR SICKNESS, VARIABLE LIFE AND VARIABLE ANNUITY 4. ON A TEMPORARY AND TRANSITIONAL BASIS, JOHN JONES WILL BE DUALLY REGISTERED AS AN INVESTMENT ADVISOR REPRESENTATIVE WITH VANDALIA WEALTH MANAGEMENT INCORPORATED ("VANDALIA WEALTH") AND AXXCESS WEALTH MANAGEMENT, LLC ("AXXCESS WEALTH"). THIS DUAL AFFILIATION IS STRICTLY FOR TRANSITIONAL PURPOSES ONLY. FOLLOWING THE TRANSITION OF CLIENTS FROM AXXCESS WEALTH TO VANDALIA WEALTH, THIS DUAL AFFILIATION WILL CEASE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-20
S63 Uniform Securities Agent State Law Examination 1995-08-24
  • S65 Uniform Investment Adviser Law Examination
    1996-05-20
  • S63 Uniform Securities Agent State Law Examination
    1995-08-24

View on SEC IAPD

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