Jonathan Scott Kuttin

Current Employers

Employment History

• 07/1994 → 03/2020
  Ameriprise Financial Services, Inc.
  Hauppauge, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Hauppauge, NY

Other Businesses

Business Ownership & Other Activities (Summary) Consulting / Advisory Businesses ? FC Consulting (Entity TBD): Consulting services teaching financial professionals how to source, value, and acquire financial planning practices and create succession plans. Services delivered via teleconference and in-person training. Uses self-created materials only, separate from Ameriprise content. Separate legal entity. <5 hrs/week. Fees collected either directly (non-Ameriprise) or via Ameriprise FC department per franchise agreement. Not investment-related. ? Kuttin Consulting Group, Inc.: Consulting focused on helping financial advisors build CPA partnerships and integrate financial planning into tax practices. Provides advisor training and sources CPA firms nationwide. CPAs may be compensated and required to attend training. Separate from Ameriprise. <5 hrs/week. Not investment-related. ? Elite Advisor Successions (formerly Elite Advisor Successions): Co-owner. Provides concierge services for financial advisors related to acquisitions, succession, and transitions. 1-9 hrs/month. Not investment-related. ? eXtraordinary Coaching, LLC / More Clients More Fun, LLC / Elite Marketing Concepts: Co-owner. Consulting businesses. 1-9 hrs/month each. Not investment-related. ? Digital CFO Partners Inc.: Strategic oversight role; bookkeeping and general accounting services. 1-9 hrs/month. Not investment-related. Tax & Advisory Firms ? BPCP Tax Advisors, LLC / Venning, LLC / Proactive Tax and Advisory Services / JSK22 Enterprises, LLC: Co-owner/Owner. Tax preparation services. Minimal or no monthly hours. Not investment-related. ? ALK Business Group LLC: Co-owner. Employee benefits consulting. 1-9 hrs/month. Not investment-related. Real Estate / Holding Companies (No Active Management) ? 1174 Veterans Realty Co., LLC; 1816 Girard St LLC; 326 W Chocolate Ave LLC; 2338 State Route 96, LLC; 11630 Chillicothe LLC; 45 Dune Rd, LLC; 1047 Summit Dr, LLC; 7210 Metro Blvd, LLC; Advisors on Lex LLC Purpose: Property ownership, rent collection, and leasing. 0 hrs/month, no trading-hour activity. Not investment-related. Holding Company ? Certainty of Uncertainty, LLC: General partner/strategic oversight holding company. No active hours. Investment-related. Other Activity ? Author: Writing a book about career journey as a financial advisor to help other advisors grow their practices. 1-9 hrs/month. Not investment-related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-09-12