Jacob P. Mardian
Professional summary
Jacob Philip Mardian is a registered financial advisor currently at AMERICAN FINANCIAL PLANNING, INC. located in Roanoke, Virginia.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jacob has worked at 1 firm and has passed the Series 65, Series 3 and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Philip Mardian's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 12, 2026 - Present
AMERICAN FINANCIAL PLANNING, INC.
Office #1: 541 Luck Avenue Sw Suite 304, Roanoke, VA 24016State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/12/2026)
Exams
Current Firm
AMERICAN FINANCIAL PLANNING, INC.
CRD#: 142588 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 165 |
| AUM (Assets Under Management) | $ 20,306,558 |
Red Flags
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Company Information
AMERICAN FINANCIAL PLANNING, INC.
CRD#: 142588Roanoke, VA 24016TRUST BUT VERIFY
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