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Our financial advice team


Jonathan Kuttin, Private Wealth Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Jonathan Kuttin

CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, APMA®

Private Wealth Advisor

Chief Executive Officer of
Kuttin Wealth Management
28
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 Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
  • Tax Planning Strategies

Interests

Coaching sports for my community and spending time with family and friends.

Awards & recognition

  • Forbes Top 250 Wealth Advisors, 2021
  • Barron’s Top 100 Financial Advisors, 2019-2022
  • Barron’s Top 100 Independent Financial Advisors, 2010-2021
  • Barron's Hall of Fame Advisor, 2019
  • Forbes Best-in-State Wealth Advisors, 2018-2022
  • Financial Times 400 Top Financial Advisers, 2018
  • Financial Times 401 Top Retirement Advisers, 2015
  • Barron’s Top 1,000 Financial Advisors, 2009, 2011-2013
  • Barron’s Top 1,200 Financial Advisors, 2014-2022
  • Ameriprise Hall of Fame , 2011
  • Ameriprise Circle of Success, 2003-2020
  • Ameriprise Alex M. Alexander Award, 2014, 2020, 2021
  • Ameriprise Chairman's Advisory Council, 2008-2021
  • Ameriprise Diamond Ring Club , 2006-2019
  • Five Star Wealth Manager, 2015
  • Ameriprise Premier Franchise Consultant, 2009, 2011-2015
  • Kuttin Wealth Management, Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021,2022

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CMFC® Chartered Mutual Fund Counselor℠
  • AWMA® Accredited Wealth Management Advisor℠
  • CRPS® Chartered Retirement Plans Specialist℠

Education

  • State University of New York at Albany - B.A. Business Administration 1994

Community participation

Coaching Youth Sports: I am an active member in St. Patrick's in Smithtown NY- Focus on coaching Baseball, Football, Soccer, & Basketball.