Matthew Cannon Jones
Investment adviser representative at Treasure Valley Financial Planning
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$336MFirm assets
Are you Matthew Cannon Jones? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Treasure Valley Financial PlanningApr 2026 to now
- Clear Creek Financial Management, LLC dba TvfpSep 2024 to Aug 2026
- Clear Creek Financial dba of Treasure Valley Financial PlanningMay 2024 to Sep 2024
- Adams Wealth AdvisorsJan 2024 to Mar 2024
- Spring Source Wealth AdvisorsAug 2023 to May 2024
- StudentMay 2016 to May 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (ID).
Treasure Valley Financial Planning
Legal name: Tvfp, LLC
$336MAssets managed
541Clients
8Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7985397
- Firm CRD
- 341732