Harold Dance Investments
44yrs
Top advisor by experience in Logan
16yrs
Jon Shaffer has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Logan, Utah. Jon has been with Beacon Financial Planning since 2014. Beacon Financial Planning offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 76 advisors with offices in Logan, and one of 73 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 61% of advisors in Logan
Office95 West 100 South Suite 210, Logan, UT 84321
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$492,568
Advisors at the firm5
States licensed ?1 state
Services through Beacon Financial Planning
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2014 – nowBeacon Financial Planning, LLCCurrent firm
- 2010 – 2014Beacon Financial Planning, LLCPreviously
Contact Jon
(435) 752-6496Beacon Financial Planning main office 95 West 100 South Suite 210Logan, UT 84321Office · Get directions Facebook pageBeacon Financial Planning
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jon
Tailored to Jon’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jon
How do I contact Jon?
Call Beacon Financial Planning at (435) 752-6496 and ask for Jon Shaffer. Jon works from the Logan, UT office.
How long has Jon been a financial advisor?
Jon has been in the industry since 2010, about 16 years. More experience than 61% of advisors in Logan.
What licenses does Jon hold?
Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Beacon Financial Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Ascend Investment Partners
39yrs
Top advisor by experience at Ascend Investment Partners
Transamerica Financial Advisors
37yrs
Top 3% by experience at Transamerica Financial Advisors
Andina Advisors
34yrs
Top advisor by experience at Andina Advisors
Cetera Investment Advisers
32yrs
Top 7% by experience in Logan
Beacon Financial Planning
32yrs
Top advisor by experience at Beacon Financial Planning