Jonathan
Kuhn
Allegheny Investments, LTD
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About this Advisor
Jonathan Kuhn is a certified financial planner operating in Pittsburgh, Pennsylvania with 16 years of relevant experience. Kuhn works at Allegheny Investments, LTD. Throughout their career, Kuhn has worked at Allegheny Financial Group, LTD and Allegheny Investments, LTD. Kuhn holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Allegheny Investments, LTD is a financial advisory firm operating out of Pittsburgh, PA. The investment advisory business has offices in 15 locations and a total of 99 financial advisors. It has $675 million in total assets across its 2,948 accounts, making it one of the larger firms in the United States by assets under management. The firm serves 20 charities and foundations. Of its 2,948 customer accounts, just 9% belong to high-net-worth investors who have at least $1 million in investable assets. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on the type of services provided. However, fee types billed by Allegheny Investments, LTD most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allegheny Investments, LTD Brokerage Details
$675,219,021
99
2,948
$229,043
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jonathan Kuhn Work History
Jonathan has been registered as a financial advisor for 16 years.*
Allegheny Financial Group, LTD
Allegheny Investments, LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Kuhn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Allegheny Investments, LTD
Morgantown, WV
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Ebensburg, PA
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
