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Jonas Kauffman, Private Wealth Advisor serving the Lancaster, PA area - Ameriprise Advisors

Jonas Kauffman

CFP®, MS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Sylvan Capital Advisors

An Ameriprise Private Wealth Advisor

25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Master of Science, Agricultural Economics, Cornell University, Ithaca, NY
  • Bachelor of Arts, History, Pennsylvania State University, State College, PA

Awards & recognition

  • Sylvan Capital Advisors, Ameriprise Client Experience Award, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021
  • Sylvan Capital Advisors, Forbes Best-in-State Wealth Management Teams, 2024

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Community participation

After graduation from college, I spent 2 years serving in the Philippines as a Peace Corps Volunteer. I have worked on projects for Habitat for Humanity and Albergue Infantil Josefina, an orphanage in Mexico, in addition to fundraising activities for my church. I am a member of the Rotary Club of Lancaster where I participate in community service projects.

Interests

  • I grew up on a small dairy farm in Central Pennsylvania. In addition to the dairy, my parents operated a 3rd-generation retail furniture business. Between the two businesses, I developed a strong work ethic from an early age. Today, that work ethic translates into a dedication to helping my clients achieve their life goals.
  • My favorite hobby is homebrewing. I have been brewing my own hand-crafted ales for nearly 25 years.
  • As a former Penn State wrestler, I am an avid PSU wrestling and football fan.
  • I am committed to a healthy lifestyle of regular exercise and (with the help of my wife Ruth) nutritious eating.