Jon Andrew Matlock

Employer firm

American Financial Planning, Inc. CRD 142588

$21.5M regulatory AUM 81 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2024-01-04 → 2024-09-11
  Beacon Wealth Consultants, Inc.
  Roanoke, VA
• 2022-07-20 → 2024-02-08
  American Financial Planning, Inc.
  Roanoke, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-12

Designations

• Certified Financial Planner