Jonathan Lawrence Dootson
Investment adviser representative at Davinci Financial Designs
16 yearsExperience
1 stateRegistered in
$222.8MFirm assets
11 yearsFirm in business
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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
Experience
16 years in the industry.
- LPL FinancialMay 2021 to now
- Davinci Financial DesignsDec 2019 to now
- Clemson UniversityAug 2018 to Dec 2021
- Midlands Technical CollegeMay 2018 to Aug 2018
- Tri-county Technical CollegeAug 2017 to May 2018
- Northeast Oral and Maxillofacial Surgery CenterAug 2012 to Nov 2025
- Cardinal Newman Catholic SchoolAug 2010 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
Davinci Financial Designs
Legal name: Davinci Financial Designs LLC
$222.8MAssets managed
353Clients
5Advisers
11 yearsIn 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
- 7208948
- Firm CRD
- 163362