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Inactive

Jon Andrew Matlock

American Financial Planning, Inc.

Roanoke, VA

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Current Employers
American Financial Planning, Inc.

541 Luck Avenue Sw Suite 304, Roanoke, VA 24016 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-09-27
  • VA RA
    APPROVED
    Since 2024-09-27

Branch Locations

541 Luck Avenue Sw Suite 304, Roanoke, VA 24016 • 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
American Financial Planning, Inc Roanoke VA 07/2022 12/2023
International Mission Board Richmond VA 01/2018 06/2022
Chick-Fil-A Raleigh NC 10/2017 12/2017
Nc State Employees Credit Union Raleigh NC 06/2017 10/2017
Chick-Fil-A Wake Forest NC 08/2015 06/2017
Beacon Wealth Consultants Roanoke VA 01/2024 Present
  • 07/2022 → 12/2023
    American Financial Planning, Inc
    Roanoke, VA
  • 01/2018 → 06/2022
    International Mission Board
    Richmond, VA
  • 10/2017 → 12/2017
    Chick-Fil-A
    Raleigh, NC
  • 06/2017 → 10/2017
    Nc State Employees Credit Union
    Raleigh, NC
  • 08/2015 → 06/2017
    Chick-Fil-A
    Wake Forest, NC
  • 01/2024 → Present
    Beacon Wealth Consultants
    Roanoke, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-12
  • S65 Uniform Investment Adviser Law Examination
    2022-03-12
Designations

View on SEC IAPD

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Stephen Berry
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ELIZABETH ROBERTS THOMAS

Other Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Roanoke, VA
TRUIST ADVISORY SERVICES, INC. · ROANOKE, VA
TRUIST ADVISORY SERVICES, INC. · ROANOKE, VA
LPL FINANCIAL LLC · ROANOKE, VA
HORNOR, TOWNSEND & KENT, LLC · ROANOKE, VA

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