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Jon Ryan Shaffer

Beacon Financial Planning, LLC

Logan, UT

CRD 5837034

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Employer firm

Beacon Financial Planning, LLC CRD 121462

$62.1M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Beacon Financial Planning, Llc

95 West 100 South Suite 210, Logan, UT 84321-5811 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2014-04-09
ID RA APPROVED 2014-04-07
  • UT RA
    APPROVED
    Since 2014-04-09
  • ID RA
    APPROVED
    Since 2014-04-07

Branch Locations

95 West 100 South Suite 210, Logan, UT 84321-5811 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Out Of The Woods Custom Cabinetry Layton UT 03/2015 Present
Beacon Financial Planning, Llc Logan UT 06/2011 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-26
  • S65 Uniform Investment Adviser Law Examination
    2010-10-26

View on SEC IAPD

Nearby Firms

HAROLD DANCE INVESTMENTS
EDWARD JONES
LPL FINANCIAL LLC

Nearby Investors

JACK W PETERSON
STEPHEN F NEELEY
AARON JAMES NEELEY

Nearby Offices

HAROLD DANCE INVESTMENTS · LOGAN, UT
EDWARD JONES · LOGAN, UT
LPL FINANCIAL LLC · LOGAN, UT

More in Logan, UT

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