Jonathan A. Kuhn
ALLEGHENY FINANCIAL GROUP LTD
PITTSBURGH, PA 15237
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CRD#: 2560067
Professional summary
Jonathan A Kuhn, CFP® is a registered financial advisor currently at ALLEGHENY FINANCIAL GROUP LTD located in Pittsburgh, Pennsylvania.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jonathan has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BROWNE, HAYNES, KUHN LLC, MM OF AFG ADVISORY LP, INVESTMENT RELATED, STARTED 2002, 10 HR/MO, HR/MO/TRADING VARIES, $0 Annual Comp AFG ADVISORY LP, GP of several AFG Fund of Funds, INVESTMENT RELATED, STARTED 2002, 10 HR/MO, HR/MO/TRADING VARIES, $0 Annual Comp JJB ADVISORY LLC, MM, Management Co for several AFG Fund of Funds, INVESTMENT RELATED, STARTED 2002, 10 HR/MO, HR/MO/TRADING VARIES, Management fee from all 5 hedge funds, paid quarterly in advance AFG Investment Partners LP, MM, Management Co for several AFG Fund of funds, INVESTMENT RELATED, STARTED 2003, 10 HR/MO, HR/MO/TRADING Varies, 1% Management fee AFG Investment Partners II, LP, MM of Fund of Funds, INVESTMENT RELATED, STARTED 2007, 10 HR/MO, HR/MO/TRADING VARIES, 1% Management fee AFG Investment Partners III, LP, MM of Fund of Funds, INVESTMENT RELATED 2007, 10 HR/MO, HR/MO/TRADING VARIES, 1% Management Fee AFG Investment Partners IV, LP, MM of Fund of Funds, INVESTMENT RELATED, STARTED 2007, 10 HR/MO, HR/MO/TRADING VARIES, 1% Management Fee AFG Growth Partners, LP, MM of Fund of Funds, INVESTMENT RELATED, STARTED 2013, 10 HR/MO, HR/MO/TRADING VARIES, 1% Management Fee AFG Activist Partners, LP, MM of Fund of Funds, INVESTMENT RELATED, STARTED 2015, 10 HR/MO, HR/MO/TRADING VARIES, 1% Management Fee AFG Real Estate Opportunities Fund, LP, MM of Real Estate Fund, INVESTMENT RELATED, STARTED 2007, 10 HR/MO, HR/MO/TRADING VARIES, 1% Management Fee AFG Realty Advisers, LP, LP GP of AFG Real Estate Opportunities Fund, LP, INVESTMENT RELATED, STARTED 2007, 2 HR/MO, HR/MO/TRADING VARIES, Entity rec'd mgmt fee from AFG Real Estate Opportunities Fund, LP AFG PECA, LLC, MM, Private Offering, INVESTMENT RELATED, STARTED 2015, 1-2 HR/MO, HR/MO/TRADING VARIES, Commission and incentive fees AFG PECA II, LLC, MM, Private Offering, INVESTMENT RELATED, STARTED 2023, 1-2 HR/MO, HR/MO/TRADING VARIES, Commission and incentive fees AFG Prime, LLC, MM, Private Offering, INVESTMENT RELATED, STARTED 2016, 1-2 HR/MO, HR/MO/TRADING VARIES, Commission and incentive fees Silver Threads, LLC, BM, Business operations and of affairs of LLC, NON-INVESTMENT RELATED, STARTED 2016, 1-2 HR/MO, HR/MO/TRADING VARIES, NO ANNUAL COMP ERIE METAL BASKET, BOD/INVESTOR, OPERATIONS AND AFFAIRS OF THE LLC, INVESTMENT RELATED, 1-2 HR/MO, 1-2 HR/MO/TRADING, AFG INCENTIVE FEES AFG-SBL, LLC, Investment Committee, RAISE FUNDS TO INVEST IN STEELBRIDGE LABS AND PAY RELATED EXPENSES, STARTED 2020, 1-2 HR/MO, 0 HR/MO/TRADING, PROMOTE AFTER RETURN OF ALL CAPITAL INVESTED. AFG-SBL II, LLC, Investment Committee, RAISE FUNDS TO INVEST IN STEELBRIDGE LABS AND PAY RELATED EXPENSES, STARTED 2022, 1-2 HR/MO, 0 HR/MO/TRADING, PROMOTE AFTER RETURN OF ALL CAPITAL INVESTED. AFG-CCT, LLC, MANAGING MEMBER, RAISE FUNDS TO INVEST IN COMMUNITY CAPITAL TECHNOLOGY'S EQUITY RAISE, 33.33% MANAGING MEMBER, 1-2 HOURS/MONTH, 1-2 HOURS PER MONTH/TRADING, PROFIT SHARING/INCENTIVE BASED ON PERFORMANCE, BUSINESS, OPERATIONS OF THE LLC
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan A Kuhn's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1997
Experience
Current
November 16, 1998 - Present
ALLEGHENY FINANCIAL GROUP LTD
Office #1: Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237RIA
CRD#: 104690
PITTSBURGH, PA
Past
March 30, 2007 - December 31, 2024
ALLEGHENY INVESTMENTS, LTD.
RIA
CRD#: 7597
Allison Park, PA
Past
October 15, 1996 - December 31, 2024
ALLEGHENY INVESTMENTS, LTD.
BD
CRD#: 7597
PITTSBURGH, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ALLEGHENY FINANCIAL GROUP LTD
ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD
CRD#: 104690 / SEC#: 801-12566
RIA
Registered Investment Advisory firm - (1/17/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(11/16/1998)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AF
ALLEGHENY FINANCIAL GROUP LTD
ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD
CRD#: 104690 / SEC#: 801-12566
RIA
Registered Investment Advisory firm - (1/17/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
Mailing Address
Phone number
(412) 367-3880
Established
Firm type
Fiscal year end
# of Employees
105
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,950 |
| AUM (Assets Under Management) | $ 4,904,134,773 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/10/2025 | ||
| 10/22/2024 | ||
| 08/11/2023 | ||
| 10/08/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
