Jonas B. Kauffman,  CFP<sup>&reg;</sup> - Financial Advisor

Jonas B. Kauffman, CFP®

ChFC®

Private Wealth Advisor

Kauffman Advisory Group, Ameriprise Financial

1717 Lititz Pike
Lancaster, PA 17601
(877) 791-6268
(717) 431-2996
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General

Jonas Kauffman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kauffman Advisory Group, Ameriprise Financial in Lancaster, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: PA,MD
  • Health/disability insurance: PA,MD
  • Property/casualty: PA,MD
  • Fixed annuities: PA,MD
  • Variable annuities: PA,MD

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Nontraditional Households

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