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

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

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Private Wealth Advisor at Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC
📍 Hauppauge, New York, United States

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.

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Experience
31 Years
Current Role
Private Wealth Advisor
Location
Hauppauge, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jonathan cares 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.
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Career

Work history

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

Media appearances

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Education
1990 - 1994
Bachelor of Business Administration (BBA)
State University of New York at Albany
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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