Thomas Seay Kluttz, III CFP<sup>&reg;</sup> - Financial Advisor

Thomas Seay Kluttz, III CFP®

Senior Portfolio Manager

J.P. Morgan Private Bank

1111 Polaris Pkwy
Columbus, OH 43240-2050
FINANCIAL ADVISOR'S WEBSITE
(614) 865-1054

General

Thomas Kluttz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at J.P. Morgan Private Bank in Columbus, OH and the surrounding communities.

Financial Advisor Experience

Over 20 years investment management experience, working with high net-worth and ultra high net-worth clients and families.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds

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Helpful Financial Planning Resources