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Our financial advice team


Jason Bailey, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Jason Bailey

Financial Advisor

Chartered Retirement Planning CounselorSM
Kuttin Wealth Management
21
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

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Interests

  • Spending time with my wife (and high school sweet heart),my 2 boys Logan and Lincoln, and our dog Luna
  • Golfing - If I break 100 it's a great day
  • Cooking - I've learned that if you burn something, just throw a little cheese on it

Awards & recognition

  • Five Star Wealth Manager, 2012-2013
  • Ameriprise Circle of Success, 2009, 2011 and 2018

Qualifications

  • Chartered Retirement Planning Consultant - CRPC
  • General Securities Representative - Series 7

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Community participation

American Cancer Society

Harvesters