John J. Hutchins
THE WEALTH CONSERVATORY
LEBANON, NH 03766-4135
Some features on this profile are disabled
CRD#: 1123401
Professional summary
John Jay Hutchins, CFP® is a registered financial advisor currently at THE WEALTH CONSERVATORY located in Lebanon, New Hampshire.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. John has worked at 4 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 22 and Series 6 exams.
Biography
Jay holds the Certified Financial Planner (CFP) and Certified Divorce Financial Analyst (CDFA) designations, a Master of Science degree in Personal Financial Planning from the College for Financial Planning in Denver, Colorado, and he has earned the Accredited Investment Fiduciary Analyst (AIFA) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. Jay began his career in 1983 as a financial planner, and spent ten years as a Trust Specialist and Investment Representative for the investment firm A.G. Edwards & Sons before founding The Wealth Conservatory in 1995 as a fee-only financial planning and investment management concern with no affiliations to banking, brokerage, insurance, or other sales-oriented organizations. Jay takes pride in having helped so many people for so many years as one of few early pioneers in the fee-only field.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Insurance Planning
Estate Planning
Retirement Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Hourly
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John Jay Hutchins'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: 2006
Experience
Current
March 17, 1995 - Present
THE WEALTH CONSERVATORY
Office #1: 29 School Street Po Box 1135, Lebanon, NH 03766-4135RIA
CRD#: 115932
LEBANON, NH
Past
July 5, 1985 - April 19, 1995
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
Past
November 17, 1983 - June 24, 1985
OSAIC FS, INC.
BD
CRD#: 3870
Past
May 12, 1983 - November 7, 1983
FINANCIAL CONSULTANTS, INC.
BD
CRD#: 1819
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".
THE WEALTH CONSERVATORY
COMPREHENSIVE PLANNING ASSOCIATES | THE WEALTH CONSERVATORY | COMPREHENSIVE PLANNING ASSOCIATES, INC.
CRD#: 115932 / SEC#: 801-132219
RIA
Registered Investment Advisory firm - (3/20/2025 Approved)California
Registered Investment Advisory firm - (5/18/2012 Approved)Missouri
Registered Investment Advisory firm - (5/31/2012 Approved)New Hampshire
Registered Investment Advisory firm - (6/22/2012 Approved)Texas
Registered Investment Advisory firm - (5/8/2012 Conditional Restricted)Vermont
Registered Investment Advisory firm - (7/31/2012 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
California(5/4/2012)
IAR
Missouri(8/6/2024)
IAR
New Hampshire(4/21/1995)
IAR
North Carolina(3/20/2025)
IAR
Texas(8/6/2008)
IAR
Vermont(5/7/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
THE WEALTH CONSERVATORY
COMPREHENSIVE PLANNING ASSOCIATES | THE WEALTH CONSERVATORY | COMPREHENSIVE PLANNING ASSOCIATES, INC.
CRD#: 115932 / SEC#: 801-132219
RIA
Registered Investment Advisory firm - (3/20/2025 Approved)California
Registered Investment Advisory firm - (5/18/2012 Approved)Missouri
Registered Investment Advisory firm - (5/31/2012 Approved)New Hampshire
Registered Investment Advisory firm - (6/22/2012 Approved)Texas
Registered Investment Advisory firm - (5/8/2012 Conditional Restricted)Vermont
Registered Investment Advisory firm - (7/31/2012 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
29 School Street, Lebanon, NH 03766
Mailing Address
P.o. Box 1135, Lebanon, NH 03766
Phone number
(800) 472-1844
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 369 |
| AUM (Assets Under Management) | $ 117,386,664 |
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.
Company Information
THE WEALTH CONSERVATORY
CRD#: 115932Lebanon, NH 03766-4135TRUST BUT VERIFY
Monitor John Hutchins
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
