Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Kurt Haahr is a financial advisor with Kingswood Capital Partners, LLC, located in Solana Beach, CA. Jon has over 3 years of experience in the financial services industry. Jon is a Series 63, Series 22 and SIE licensed advisor. Jon is registered with the state of California. Jon previously worked at NIAGARA INTERNATIONAL CAPITAL LIMITED and SILVER PORTAL CAPITAL LLC.
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.
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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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
04/20/2015 - 12/31/2017
SILVER PORTAL CAPITAL LLC (SAN DIEGO CA)
BC
Issued 06/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2015
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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