JS
Jon T. Spahn
KINGSTONE CAPITAL PARTNERS TEXAS
Bloomington, MN 55424
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CRD#: 7964444
JS
Professional summary
Jon Thomas Spahn is a registered financial advisor currently at KINGSTONE CAPITAL PARTNERS TEXAS, LLC located in Bloomington, Minnesota.
Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jon has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jon Thomas Spahn's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 26, 2024 - Present
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
Office #1: 7900 International Drive, Suite 300, Bloomington, MN 55424RIA
CRD#: 281593
Bloomington, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KC
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
KINGSTONE CAPITAL PARTNERS TEXAS, LLC | LENANDER FINANCIAL ADVISORY
CRD#: 281593 / SEC#: 801-119503
RIA
Registered Investment Advisory firm - (9/22/2020 Approved)Arizona
Registered Investment Advisory firm - (5/1/2019 Terminated)California
Registered Investment Advisory firm - (10/30/2020 Terminated)Colorado
Registered Investment Advisory firm - (10/19/2020 Terminated)Florida
Registered Investment Advisory firm - (9/30/2020 Terminated)Texas
Registered Investment Advisory firm - (9/30/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(11/26/2024)
Current Firm
KC
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
KINGSTONE CAPITAL PARTNERS TEXAS, LLC | LENANDER FINANCIAL ADVISORY
CRD#: 281593 / SEC#: 801-119503
RIA
Registered Investment Advisory firm - (9/22/2020 Approved)Arizona
Registered Investment Advisory firm - (5/1/2019 Terminated)California
Registered Investment Advisory firm - (10/30/2020 Terminated)Colorado
Registered Investment Advisory firm - (10/19/2020 Terminated)Florida
Registered Investment Advisory firm - (9/30/2020 Terminated)Texas
Registered Investment Advisory firm - (9/30/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6160 Warren Parkway Suite 100, Frisco, TX 75034
Mailing Address
Phone number
(866) 361-1600
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 439 |
| AUM (Assets Under Management) | $ 158,051,622 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
