Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®

Examiner
DISC Type : cs

Private Wealth Advisor at Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Hauppauge, New York, United States

Overview

Jonathan is the CEO of Kuttin Wealth Management, a firm with over $13 billion in assets. He is a Barrons Hall of Fame inductee and was ranked the #1 Best-In-State Wealth Advisor by Forbes for 2025. He holds a Bachelor of Business Administration from the State University of New York at Albany.

Outside of his professional life, Jonathan is deeply committed to his community. He actively coaches youth baseball, football, soccer, and basketball in Smithtown, NY. He also founded Kuttin Kares, a philanthropic initiative that recently donated over $100, 000 and thousands of volunteer hours to various causes.

Unique fact: Jonathan was inducted into the Barrons Hall of Fame for being ranked on their Top 100 advisor lists for ten consecutive years.

Personality Overview

Unexpressive

Tough To Convince

Late Adopter

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Wealth Preservation
His practice is built around complex strategies for retirement, estate planning, and wealth preservation, backed by numerous advanced certifications.
Empowering Leadership
He frequently writes about creating a strong company culture and empowering his team of over 250 employees to reach their potential.
Community Philanthropy
He founded Kuttin Kares, a philanthropic program that donates significant funds and employee volunteer hours to community causes.

Media Appearances

Jonathan has no verified media appearances

Work History

11-1994
Private Wealth Advisor at Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Education

1990 - 1994
Bachelor of Business Administration (BBA) from State University of New York at Albany

More Information

Social Presence :

Prographics :

Exp : 31 Location : Hauppauge, New York, United States Job Level : N/A Designation : Private Wealth Advisor at Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jonathan

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Jonathan take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Jonathan

Personality Compatibility


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