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Jon Arthur Kobler

CFD Investments, Inc.

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About Jon Arthur Kobler

Jon Kobler is a financial advisor with CFD Investments, Inc. with over 20 years of experience in the financial services industry. Jon has held various roles in the industry and has experience in the areas of Financial Services and Securities. Jon is licensed in Florida, Kansas, and Missouri. Jon specializes in providing financial advice to individual investors.

Firm Information

Jon Kobler is currently registered with CFD Investments, Inc.. CFD Investments, Inc. is a Corporation that was formed in December 1986. The firm is registered with the Securities and Exchange Commission (SEC) and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

18

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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Jon Kobler’s Registration & Firm History

KS

09/28/2001 - Present

CFD Investments, Inc. (DE SOTO KS)

FL

11/15/2000 - 09/28/2001

FAS WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)

MN

04/13/1999 - 11/15/2000

BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

KS

01/12/1999 - 02/16/1999

VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

MO

08/19/1996 - 06/22/1998

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 08/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Arthur Kobler.
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