Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Kuhn is a financial advisor registered with the Securities and Exchange Commission (SEC) and has been in the industry since October 14, 1996. Jonathan is a Certified Financial Planner. Jonathan is currently registered with Allegheny Financial Group Ltd. and has been registered with them since November 16, 1998. Jonathan is licensed to provide financial and investment advisory services in 28 states and has a Series 7, Series 63, Series 65, Series 24, Series 99TO and Series 79TO license. Jonathan's prior experience includes working at Allegheny Financial Group, Ltd. and Allegheny Investments, Ltd. Jonathan specializes in providing financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Jonathan's firm manages over $4.4 billion in assets for over 12,000 clients. Jonathan's firm offers advisory services in a variety of areas, including financial planning, portfolio management, and pension consulting. Jonathan's firm is committed to providing its clients with the highest level of service and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Performance based fees pd to gps of affiliated entities
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2
PA
11/16/1998 - Present
Allegheny Financial Group Ltd. (PITTSBURGH PA)
IA
Issued 04/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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