There are options for clients of Kingswood Capital Partners, LLC broker John Balmer (CRD# 4569902). He has been registered with Kingswood Capital Partners, LLC in Irvine, California, since 2023, and DST Wealth Management LLC in Irvine, California, since 2019. He was registered with Benchmark Investments, LLC in Irvine, California, from 2020 to 2023, Centaurus Financial, Inc. in Irvine, California, from 2016 to 2019, and Anfield Advisors, LLC in Newport Beach, California, from 2015 to 2016.
John Balmer Customer Complaints
He has been the subject of one customer complaint, according to his CRD report:
December 2025. “Claimant complains of the acts of Respondent, KINGSWOOD CAPITAL PARTNERS, JOHN B. BALMER, collectively referred to herein as Respondents. As Public Investors, Claimant invokes the jurisdiction of the FINRA Dispute Resolution Services Division to have this claim for an aggregate between $100,000 and $500,000, plus interest and costs, heard before a Panel of THREE.” The customer is seeking $100,000 in damages, and the case is currently pending. The complaint was regarding DSTs and REITs, and it took place while he was registered with Kingswood Capital Partners, LLC.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, Kingswood Capital Partners, LLC may be liable for investment or other losses suffered by John Balmer’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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