Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonas? Claim Your ProfileJonas Kauffman is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since 1999. Jonas has a Series 7, Series 63 and SIE licenses and is a CERTIFIED FINANCIAL PLANNER™. Jonas is a registered investment advisor in Pennsylvania. Jonas has experience with various client types including individuals, high-net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. Jonas is an active member of the Board of Directors for Kauffman and is a member of the Ross Buehler Falk & Co LLP and LJS Group. Jonas provides financial planning, pension consulting, educational seminars, asset allocation services, publication of periodicals, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
07/30/2003 - Present
Ameriprise Financial Services, LLC (LANCASTER PA)
MN
10/01/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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