Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Jon Haberling, financial advisor Kennewick WA
96 score

Jon Haberling

CRD Number: 1177265
Current Firm: Haberling Financial Group, Inc.

Jon Haberling (CRD# 1177265) is an Investment Advisor Representative working at Haberling Financial Group, Inc. in Kennewick, WA and has over 33 years of experience in the finance industry. Jon Haberling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Jan 2013 - Current 3
Pacific West Securities, Inc. Renton, WA Jun 2000 - Current 16
Haberling Financial Group Kennewick, WA Jun 1988 - Current 28
Multi-financial Securities Corporation Denver, CO Feb 2012 - Dec 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
Contact Info for Jon T. Haberling
Phone Number: 509-735-7507
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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