Jon Thomas Spahn
Investment adviser representative at Kingstone Capital Partners Texas, LLC
12 yearsExperience
1 stateRegistered in
$182.3MFirm assets
6 yearsFirm in business
Are you Jon Thomas Spahn? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Kingstone Capital Partners Texas, LLCJun 2024 to now
- Pathway Ventures LLCFeb 2023 to Jun 2024
- North Dakota State UniversityJul 2022 to Apr 2024
- Kingstone Capital Partners Texas, LLCMay 2022 to May 2024
- Mystic Lake Casino & HotelOct 2019 to Mar 2020
- Minnesota Valley Country ClubMar 2017 to Aug 2022
- N/aJun 2014 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
Kingstone Capital Partners Texas, LLC
$182.3MAssets managed
192Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7964444
- Firm CRD
- 281593