Best Investors
Account
Sign in
500 Corporate Landing Suite 201, Charleston, WV 25311 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED_RES | 2026-04-27 |
Branch Locations
500 Corporate Landing Suite 201, Charleston, WV 25311 • United States
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-24 |
Reach out to this advisor