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Jacob David Preston

Beacon Wealth Consultants, Inc.

Roanoke, VA

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Current Employers
Beacon Wealth Consultants, Inc.

302 Washington Ave. Sw, Roanoke, VA 24016-4312 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-05-13
  • VA RA
    APPROVED
    Since 2020-05-13

Branch Locations

302 Washington Ave. Sw, Roanoke, VA 24016-4312 • 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
Beacon Wealth Consultants, Inc. Roanoke VA 05/2020 Present
Full-Time Education Salem VA 09/2004 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-14
  • S65 Uniform Investment Adviser Law Examination
    2019-08-14

View on SEC IAPD

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