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Jon Kurt Haahr

Kingswood Capital Partners, LLC

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About Jon Kurt Haahr

Jon Haahr is a financial professional with over 30 years of experience in the securities industry. Jon currently works at Kingswood Capital Partners, LLC, which is a firm with a focus on investments. Before joining Kingswood Capital Partners, LLC, Jon was affiliated with Niagara International Capital Limited, Silver Portal Capital LLC, First Union Securities, Inc. and Blunt Ellis & Loewi Incorporated. Jon is a licensed Series 7, 24, 63, 65, SIE and 99TO registered representative in the state of California. Jon is registered to provide investment advice in California, New York, and Texas.

Firm Information

Jon Haahr is currently registered with Kingswood Capital Partners, LLC. Kingswood Capital Partners, LLC is a Limited Liability Company formed in 2016 and is registered to do business in all 50 U.S. states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

59

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 Haahr’s Registration & Firm History

CA

06/15/2018 - Present

Kingswood Capital Partners, LLC (Solana Beach CA)

CA

01/08/2018 - 06/15/2018

NIAGARA INTERNATIONAL CAPITAL LIMITED (Solana Beach CA)

CA

11/19/2009 - 01/12/2018

SILVER PORTAL CAPITAL LLC (SAN DIEGO CA)

CA

10/18/2001 - 03/13/2009

SILVER PORTAL CAPITAL LLC (SAN DIEGO CA)

MO

09/04/1990 - 06/14/2000

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NA

06/24/1987 - 09/04/1990

BLUNT ELLIS & LOEWI INCORPORATED

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Licenses & Designations

IA

Issued 09/26/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/05/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Kurt Haahr.
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