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Jonathan Kuhn, portrait

Jonathan Kuhn

Member/Manager at Allegheny Financial Group in Pittsburgh, PA

Investment adviser registrationUpdated

Jonathan Kuhn is Member/Manager of Allegheny Financial Group, an investment adviser managing $5.59B, and works from its Pittsburgh, PA office. Jonathan Kuhn has been registered as an investment adviser representative through Allegheny Financial Group since 16 November 1998, has 30 years in the industry across 2 firms and has passed 7 licensing exams.

30
Years in industry
27
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jonathan Kuhn has been Member/Manager of Allegheny Financial Group since February 2007, is a control person of the firm and directly owns between 25% and 50% of it. Jonathan Kuhn holds a Bachelor's Degree in Financial Management from Grove City College.

Allegheny Financial Group is a Pittsburgh, PA firm with $5.59B under management, 3,971 clients and 28 advisers in one office, as of its August 2026 filing.

Jonathan A. Kuhn is Managing Partner and Financial Advisor of Allegheny Financial Group. Kuhn is a board member for various small and medium-sized businesses.

Jonathan Kuhn’s longest registration is the current one, 27 years at Allegheny Financial Group since 1998.

  1. Allegheny Investments, LTD.
    – · 17 years
    Allison Park, PA · Adviser representative · Firm CRD 7597
  2. – present · 27 years
    Pittsburgh, PA · Adviser representative · Firm CRD 104690

Credentials and registrations

Professional designations

Listed by Allegheny Financial Group

  • CFP® Practitioner

Investment adviser representative registrations

Jonathan Kuhn is registered as an investment adviser representative in Pennsylvania, since November 1998.

  • PennsylvaniaSince 16 November 1998

Examinations

Series 99TO2 January 2023
Name
Operations Professional Examination
Series 79TO2 January 2023
Name
Investment Banking Registered Representative Examination
SIECredited
Name
Securities Industry Essentials Examination
Series 248 May 2007
Name
General Securities Principal Examination
Series 78 September 1998
Name
General Securities Representative Examination
Series 6521 April 1998
Name
Uniform Investment Adviser Law Examination
Series 614 October 1996
Name
Investment Company Products/Variable Contracts Representative Examination
Series 635 September 1996
Name
Uniform Securities Agent State Law Examination

Key facts

Full name
Jonathan A Kuhn
CRD
2560067
Firm
Allegheny Financial Group · CRD 104690
Role
Member/Manager
Office
STONE QUARRY CROSSING, 811 CAMP HORNE ROAD, SUITE 100, Pittsburgh, PA 15237
Registration
Investment adviser registration
In the industry since
October 1996
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jonathan Kuhn work?

Jonathan Kuhn has been Member/Manager of Allegheny Financial Group since February 2007, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 24 August 2026

Is Jonathan Kuhn a financial advisor?

Yes. Jonathan Kuhn has a current investment-adviser registration in Pennsylvania, through Allegheny Financial Group since November 1998.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jonathan Kuhn have?

Jonathan Kuhn has 30 years in the financial industry, since October 1996, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Jonathan Kuhn passed?

Jonathan Kuhn has passed 7 licensing exams: the Series 63, Series 6, Series 65, Series 7, Series 24, Series 99TO and Series 79TO. The earliest, the Series 63, was passed in September 1996. FINRA credited Jonathan Kuhn with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Jonathan Kuhn based?

Jonathan Kuhn’s registered office is in Pittsburgh, PA.

Source: IAPD individual record, checked 22 October 2026

Is Jonathan Kuhn registered with FINRA?

No. Jonathan Kuhn has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Jonathan Kuhn a CFP?

Allegheny Financial Group lists Jonathan Kuhn with the CFP credential (“CFP® Practitioner”) on its website. CFP Board confirms certification status.

Source: Jonathan A. Kuhn biography, alleghenyfinancial.com

How can I verify Jonathan Kuhn’s record?

Search CRD 2560067 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Kuhn’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Allegheny Financial Group

Sources

  1. IAPD individual record, CRD 2560067, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Allegheny Financial Group, filed 24 August 2026. Title, control and ownership bands.
  3. Allegheny Financial Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.