John Davis Fleming
Investment adviser representative at Vandalia Wealth
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$249.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Vandalia WealthJul 2026 to now
- Vandalia Wealth Management IncorporatedJul 2026 to now
- Axxcess Wealth Management, LLCJan 2025 to Jul 2026
- Forvis Mazars Wealth Advisors LLCJun 2024 to Jan 2025
- Forvis Wealth Advisors LLCJun 2022 to May 2024
- Dixon Hughes Goodman Wealth Advisors LLCMar 2018 to May 2022
- Not EmployedNov 2017 to Mar 2018
- Edward JonesJul 2017 to Nov 2017
- Ernst & YoungJul 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
Vandalia Wealth
Legal name: Vandalia Wealth Management Incorporated
$249.6MAssets managed
469Clients
14Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6592334
- Firm CRD
- 340089