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JK

Jonathan Scott Kanfer

CRD# 1523172·Registered 1986 - 1995
Previously Registered: Being a previously registered professional could mean that Jonathan is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Jonathan Scott Kanfer, who also goes by Jon Kanfer, was a registered financial advisor. Jonathan was a previously registered financial professional and started their career in finance 1986 - 1995. Jonathan had worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jon Kanfer

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

40 years in the financial services industry

Current & Past Employments

CROWN FINANCIAL ASSOCIATES, INC.·CRD# 22172
BD
January 3, 1995 - October 12, 1995
JOSEPH CHARLES & ASSOC., INC.·CRD# 3949
BD
Boca Raton, FL
November 3, 1994 - November 18, 1994
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
June 10, 1993 - October 26, 1994
TUSCANY EQUITY MANAGEMENT CORPORATI0N·CRD# 20016
BD
Deerfield Beach, FL
February 11, 1993 - March 10, 1993
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
BD
Oakdale, MN
July 1, 1992 - September 11, 1992
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
BD
Oakdale, MN
August 16, 1989 - December 31, 1990
ALLIED CAPITAL GROUP, INC.·CRD# 13146
BD
April 11, 1988 - November 25, 1988
THE STUART-JAMES COMPANY, INCORPORATED·CRD# 11691
BD
Denver, CO
January 6, 1988 - February 2, 1988
BLINDER, ROBINSON & CO., INC.·CRD# 5096
BD
July 23, 1986 - October 10, 1986

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Current Firm

CF
CROWN FINANCIAL ASSOCIATES, INC.

CROWN FINANCIAL ASSOCIATES, INC.

CRD#: 22172 / SEC#: 8-39586
BD
Terminated by SEC on 08/05/1997

Contact Information

Established

Florida since 03/30/1988

Firm Type

Corporation

Fiscal Year End

December

Documents

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 1993About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1986About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jul 1986About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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JK
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