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John Kevin Wagner

Capstone Partners

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About John Kevin Wagner

John Kevin Wagner is a financial professional with experience in the financial services industry. John is currently registered with Capstone Partners and holds the Series 65, Series 79TO, and SIE licenses. John has been active in the industry since May 27, 2021.

Firm Information

John Wagner is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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John Wagner’s Registration & Firm History

MA

12/16/2022 - Present

Capstone Partners (BOSTON MA)

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Licenses & Designations

IA

Issued 08/08/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/26/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Kevin Wagner.
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