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Jacob Philip Mardian

American Financial Planning, Inc.

Roanoke, VA

CRD 8107847

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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:

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

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

STEPHANIE S FRALIN
JOHN BARTON EDMUNDS
JOHN ROBERT BRADBERRY

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA

More in Roanoke, VA

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