Jon Matlock (CRD# 7600743) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has over 2 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Beacon Wealth Consultants | Roanoke, VA | Jan 2024 - Current | < 1 |
American Financial Planning, Inc. | Roanoke, VA | Jul 2022 - Dec 2023 | 1 |
International Mission Board | Richmond, VA | Jan 2018 - Jun 2022 | 4 |
Chick-fil-a | Raleigh, NC | Oct 2017 - Dec 2017 | < 1 |
Nc State Employees Credit Union | Raleigh, NC | Jun 2017 - Oct 2017 | < 1 |
Chick-fil-a | Wake Forest, NC | Aug 2015 - Jun 2017 | 1 |
Lifeway Christian Resources | Nashville, TN | Jul 2014 - Aug 2015 | 1 |
International Mission Board | Richmond, VA | Apr 2012 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- VA
-
Total Assets Under Management204MILLIONS
-
Total Number of Accounts1,039ACCOUNTS
-
Average Account Value$196,191
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
FL, NC, NJ, OR, PA, TN, TX, VA, WV
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