Jon Shumate

President at Financial Planning Association

Fiscal year ended December 31, 2024. Published on January 25, 2026.

2024

Total compensation

Jon Shumate has been listed as an employee of Financial Planning Association in Form 990 filings since fiscal year 2019.

Annual compensation details

President

2024

President

2023

President-Elect

2022

President-Elect

2021

2024

Other employees at Financial Planning Association

Nancye Bailey

Executive Director

$30,600

$30,600 from org—No other comp

Pro Bono Committee Co Chair

Geoff Owen

Chair

Tara Butler

Program Committee Chair

Stratford Kiger

Membership Committee Chair

Michael Acosta

Next Gen Chair

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Other people named Jon Shumate

2024

Board Member

Jon Shumate

Charlotte Rescue Mission Endowment

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Revisions to this profile

January 25, 2026:

2024 Financial Planning Association 990 published

January 25, 2026:

2023 Financial Planning Association 990 published

January 25, 2026:

2022 Financial Planning Association 990 published

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