Unclaimed
Jon Charles Hutchison is a financial professional with over 38 years of experience in the industry. Jon has a strong background in investment advising and has worked with various firms such as Lincoln Financial Securities Corporation, Signator Investors, Inc., Cadaret, Grant & Co., Inc., Sentra Securities Corporation, and American Investors Company. Jon is currently a registered representative with LPL Financial LLC and holds licenses for both broker-dealer and investment advisor activities. Jon is also a Chartered Financial Consultant (ChFC) and specializes in providing financial planning, investment management, and consulting services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
02/11/2019 - Present
LPL Financial LLC (ROSEVILLE CA)
CA
06/20/2003 - 02/13/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (ROSEVILLE CA)
MA
01/25/2002 - 06/10/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
02/01/2001 - 01/17/2002
CADARET, GRANT & CO., INC. (SYRACUSE NY)
AZ
01/31/1994 - 02/05/2001
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
01/30/1991 - 12/31/1993
AMERICAN INVESTORS COMPANY (SAN RAMON CA)
NA
08/27/1990 - 02/05/1991
FINANCIAL MARKETING, INC.
AZ
03/01/1985 - 08/29/1990
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NA
03/15/1984 - 03/01/1985
CAL-WESTERN SECURITIES CO.
IA
Issued 08/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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