Best Investors Account Sign in
Inactive

Jacob Philip Mardian

American Financial Planning, Inc.

Roanoke, VA

Claim This Profile
Current Employers
American Financial Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-08-12
  • VA RA
    APPROVED
    Since 2026-08-12

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 07/2026 Present
Lpl Financial Fort Mill SC 06/2025 06/2026
J. Gibson Mcilvain White Marsh MD 06/2024 08/2024
Rainbowls, Inc Christiansburg VA 08/2023 05/2025
Rainbowl, Inc. Roanoke VA 09/2014 07/2023
Bellacino's Roanoke VA 06/2019 09/2019
  • 07/2026 → Present
    American Financial Planning, Inc.
    Roanoke, VA
  • 06/2025 → 06/2026
    Lpl Financial
    Fort Mill, SC
  • 06/2024 → 08/2024
    J. Gibson Mcilvain
    White Marsh, MD
  • 08/2023 → 05/2025
    Rainbowls, Inc
    Christiansburg, VA
  • 09/2014 → 07/2023
    Rainbowl, Inc.
    Roanoke, VA
  • 06/2019 → 09/2019
    Bellacino's
    Roanoke, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-23
  • S65 Uniform Investment Adviser Law Examination
    2025-12-23

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

STEPHANIE S FRALIN
JOHN BARTON EDMUNDS
JOHN ROBERT BRADBERRY
john aston edmunds
Stephen Berry
Brandon Burk Williams
Brian Barrows
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

More in Roanoke, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor