Jeffrey Kutz has been Partner and Senior Financial Advisor of ArborStone Financial since August 2025, is a control person of the firm and directly owns between 50% and 75% of it. Jeffrey Kutz holds a Bachelor's degree from the University of Michigan.
Arborstone Financial, LLC is an Andover, MA firm with $476M under management, 1,129 clients and 4 advisers in one office, as of its May 2026 filing.
Jeff Kutz is a Financial Advisor of ArborStone Financial, based in Andover, MA. He leads the firm's investment committee, overseeing research and manager due diligence, and has experience in fundamental equity analysis, portfolio management, and asset allocation. He started his career as an Advisor with IDS, which was later acquired by American Express and eventually became Ameriprise Financial.
Jeffrey Kutz’s longest registration was 12 years at Ameriprise Financial Services, LLC (2013–2026). Before joining ArborStone Financial in 2026, Jeffrey Kutz was registered through Ameriprise Financial Services, LLC.
- Arborstone Financial, LLCCurrent– present · under a yearAndover, MA · Adviser representative · Firm CRD 338225
- Ameriprise Financial Services, LLC– · 12 yearsAndover, MA · Adviser representative · Firm CRD 6363
Professional designations
Listed by ArborStone Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Jeffrey Kutz is registered as an investment adviser representative in 2 states. Each was approved in January 2026.
- MassachusettsSince 6 January 2026
- TexasSince 6 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 11 February 1993 |
| Series 7 | General Securities Representative Examination | 28 January 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Kevin Kutz
- CRD
- 2309515
- Firm
- ArborStone Financial · CRD 338225
- Role
- Partner and Senior Financial Advisor
- Office
- 10 NEW ENGLAND BUSINESS CENTER DRIVE, SUITE 109, Andover, MA 01810
- Registration
- Investment adviser registration
- In the industry since
- February 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- arborstonefinancial.com
Where does Jeffrey Kutz work?
Jeffrey Kutz has been Partner and Senior Financial Advisor of Arborstone Financial, LLC since August 2025, and is a control person of the firm.
Is Jeffrey Kutz a financial advisor?
Yes. Jeffrey Kutz has a current investment-adviser registration in Massachusetts and Texas, through ArborStone Financial since January 2026.
How many years of experience does Jeffrey Kutz have?
Jeffrey Kutz has 33 years in the financial industry, since February 1993, across 2 adviser firms.
What exams has Jeffrey Kutz passed?
Jeffrey Kutz has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in January 1993. FINRA credited Jeffrey Kutz with the SIE, which began in October 2018.
Where is Jeffrey Kutz based?
Jeffrey Kutz’s registered office is in Andover, MA.
Is Jeffrey Kutz registered with FINRA?
No. Jeffrey Kutz has no current broker registration.
Is Jeffrey Kutz a CFP?
ArborStone Financial lists Jeffrey Kutz with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jeff Kutz, CFP®, CFA® biography, arborstonefinancial.com
Is Jeffrey Kutz a CFA charterholder?
ArborStone Financial lists Jeffrey Kutz with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Jeff Kutz, CFP®, CFA® biography, arborstonefinancial.com
How can I verify Jeffrey Kutz’s record?
Search CRD 2309515 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Kutz’s full registration record.
