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Jonathan Dootson

Paraplanner and LPL Financial Registered Administrative Associate

CONTACT AT

Email: jonathan.dootson@dav-fd.com

Office (803) 741-0134

Mobile: (803) 281-1230 (Text Only)

My Biography

  • Clemson University – B.A. in Finance, B.A. in Management, Minor in Accounting, Magna Cum Laude, ’21

  • Former Vice President of the Economics Club, founder and President of the Entrepreneurship Club, Student University Chapter of the IMA, Finance and Accounting Student Advisory Board, and Wall Street South Investments Club

  • Began working at DaVinci Financial Designs in 2019

  • Assists advisors with financial planning, retirement planning, investment analysis, and developing customized strategies to help clients pursue their financial goals

  • Enjoys golf, softball, pickleball, weightlifting, walking his dog, and traveling with family and friends

DaVinci Financial Designs

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Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through DaVinci Financial Designs, a Registered Investment Advisor. DaVinci Financial Designs and DaVinci Investment Services are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AK,AL,AR,CA,CO,CT,FL,GA,IA,ID,LA,MA,MD,MI,MO,NC,NH,NJ,NM,NV,OH,OR,PA,SC,TN,TX,VA,WA,WI. Additional states by request.

Copyright © 2012-2026 DaVinci Financial Designs LLC. All Rights Reserved.

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