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500 Corporate Landing Suite 201, Charleston, WV 25311 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-04-30 |
Branch Locations
101 N. Kanawha Suite 301, Beckley, WV 25801 • United States
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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-14 |
| WV | RA | APPROVED | 2023-06-30 |
Branch Locations
101 N. Kanawha St Suite 301, Beckley, WV 25801 • 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 | Beckley | WV | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Beckley | WV | 11/2016 | 10/2023 |
| Axxcess Wealth Management, Llc | Beckley | WV | 06/2023 | Present |
| Vandalia Wealth Management Incorporated | Beckley | WV | 04/2026 | Present |
1. BECKLEY AREA FOUNDATION, INVESTMENT- RELATED, BECKLEY, WV, CHARITABLE ORGANIZATION, INVESTMENT COMMITTEE MEMBER, START 7/1/2016, .5 HOURS PER MONTH, ZERO DURING TRADING, ATTEND BOARD MEETINGS 2. INSURANCE, NOT INVESTMENT-RELATED, BECKLEY, WV, INSURANCE, AGENT, START 7/2021, APPROXIMATELY 10% OF TIME PER MONTH DURING SECURITIES TRADING HOURS, SALES OF ACCIDENT, HEALTH, SICKNESS, LIFE, VARIABLE LIFE, AND VARIABLE ANNUITY INSURANCE 3. 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 | 2006-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-03 |
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