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John Jay Hutchins

THE Wealth Conservatory

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About John Jay Hutchins

John Jay Hutchins is a financial advisor with The Wealth Conservatory, a firm headquartered in Lebanon, NH. John is licensed in California, Missouri, New Hampshire, Texas and Vermont. John has been a financial advisor since 1983. John specializes in working with high-net-worth individuals and families, charitable organizations, and individuals other than high-net-worth. John provides financial planning and portfolio management services.

Firm Information

John Hutchins is currently registered with THE Wealth Conservatory. THE Wealth Conservatory is an investment advisor with offices in the United States. They have 3 investment advisor representatives and manage $117,386,664 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.

$117.39M

Assets Under Management

13

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Hutchins’s Registration & Firm History

NH

05/07/2012 - Present

THE Wealth Conservatory (LEBANON NH)

MO

07/05/1985 - 04/19/1995

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NA

11/17/1983 - 06/24/1985

CHUBB SECURITIES CORPORATION

NA

05/12/1983 - 11/07/1983

FINANCIAL CONSULTANTS, INC.

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Licenses & Designations

IA

Issued 09/01/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/1987

Series 3 - National Commodity Futures Examination

BC

Issued 08/17/1985

Series 7 - General Securities Representative Examination

BC

Issued 07/11/1983

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 05/11/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Jay Hutchins.
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