JH
Julius S. Hutchinson
THE STRATEGIC FINANCIAL ALLIANCE
Atlanta, GA 30345
Some features on this profile are disabled
CRD#: 1170068
JH
Professional summary
Julius Steven Hutchinson, who also goes by J Steven Hutchinson, Steve Hutchinson, is a registered financial advisor currently at THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Atlanta, Georgia.
Julius is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Julius has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
J Steven Hutchinson | Steve Hutchinson
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.
1. HUTCHINSON FAMILY OFFICES - NOT INVESTMENT RELATED - 603 DOLLEY MADISON RD, SUITE 200 GREENSBORO, NC 27410 - DBA FOR FINANCIAL SERVICES, TAX PREPARATION, DIVORCE CONSULTING, FIXED INSURANCE SALES - OFFICER - 12/2013 - 130 HOURS/MONTH, 130 DURING TRADING HOURS - LEADERSHIP DUTIES INCLUDING COMPANY PLANNING, MANAGEMENT OR FIRM DIRECTION, AND FINANCIAL SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Julius Steven Hutchinson's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Julius Steven Hutchinson'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®
NoneExperience
Current
October 29, 2025 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 2200 Century Parkway Suite 500, Atlanta, GA 30345RIA
BD
CRD#: 126514
Atlanta, GA
Current
May 4, 2016 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 2200 Century Parkway Suite 500, Atlanta, GA 30345RIA
BD
CRD#: 126514
Atlanta, GA
Past
August 11, 2017 - October 29, 2025
STRATEGIC BLUEPRINT, LLC
RIA
CRD#: 284840
Atlanta, GA
Past
May 4, 2016 - December 31, 2024
THE STRATEGIC FINANCIAL ALLIANCE, INC.
RIA
CRD#: 126514
GREENSBORO, NC
Past
July 2, 2012 - May 11, 2016
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
GREENSBORO, NC
Past
February 2, 2010 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
RIA
CRD#: 32444
GREENSBORO, NC
Past
February 2, 2010 - May 10, 2016
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
GREENSBORO, NC
Past
June 3, 2004 - February 16, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
GREENSBORO, NC
Past
May 25, 2004 - February 16, 2010
LPL FINANCIAL LLC
BD
CRD#: 6413
GREENSBORO, NC
Past
December 31, 2000 - June 3, 2004
WS GRIFFITH SECURITIES, INC.
RIA
CRD#: 10410
GREENSBORO, NC
Past
November 12, 1998 - June 3, 2004
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
November 27, 1990 - November 16, 1998
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Past
August 14, 1990 - November 29, 1990
WORLD INVEST CORPORATION
BD
CRD#: 17223
DEERFIELD BEACH, FL
Past
April 29, 1988 - August 14, 1990
GLOBAL INVESTOR SECURITIES, INC.
BD
CRD#: 7514
Past
January 14, 1988 - May 5, 1988
MAIN STREET MANAGEMENT COMPANY
BD
CRD#: 547
Past
August 1, 1986 - December 2, 1987
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
Past
January 2, 1985 - July 28, 1986
SOURCE SECURITIES, INC.
BD
CRD#: 8026
Past
February 24, 1984 - December 28, 1984
SENTRA SECURITIES CORPORATION
BD
CRD#: 10249
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".
TS
THE STRATEGIC FINANCIAL ALLIANCE, INC.
ADAMS FINANCIAL SERVICES | WELLSPRING ADVISORY SERVICES, LLC | TOM BECK COMPANY | THE STRATEGIC FINANCIAL ALLIARCE | THE STRATEGIC FINANCIAL ALLIANCE, INC. | THE STRATEGIC FINANCIAL ALLIANCE | THE RAPPAHANNOCK WEALTH ADVISORS, INC. | THE BAKER FINANCIAL GROUP, LLC | STARR CAPITAL | SNYDER FINANCIAL GROUP | SHERPA FINANCIAL ADVISORS | RELIANCE ADVISORY SERVICES, INC. | RAUSCH FINANCIAL SERVICES | PRIVATE CLIENT ADVISORY | PREHMUS FINANCIAL PARTNERS | OAK WEALTH MANAGEMENT | O'NEIL FINANCIAL ADVISORS | NORTH GEORGIA WEALTH ADVISORS | NAKAMURA STRATEGIC FINANCIAL PLANNING | MONEY CONCEPTS, INC. | MAIN ADVISORY | LFA PRIVATE WEALTH MANAGEMENT | LEGACY FINANCIAL ASSOCIATES | KOEHN FINANCIAL GROUP | KNIGHT ASSET MANAGEMENT | KJM WEALTH MANAGEMENT | KEOWEE FINANCIAL GROUP, INC. | KEIHATSU WEALTH MANAGEMENT | KEEN ADVISOR GROUP | KEEN & POCOCK | KAP FINANCIAL SOLUTIONS | GROWTHPOINT ADVISORS, LLC | GOLDEN SWORD ALLIANCE | GEORGIA WEALTH PARTNERS | GENCREST CAPITAL PARTNERS | FRANK REYNOLDS AND COMPANY | FINANCIAL PLANNING ADVISORY SERVICE, INC. | ENCORE FINANCIAL CONSULTING | DUNN FINANCIAL SERVICES | DERAND CAPITAL MANAGEMENT GROUP / THE RETIREMENT COACH | DAVIS WEALTH PLANNING | CORRIGAN FINANCIAL | CORNERSTONE WEALTH SERVICES | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | CAROLINA WEALTH ADVISORS | CARNEGIE WEALTH MANAGEMENT | CARLYLE WEALTH MANAGEMENT | CAPITAL INSIGHT GROUP | BOWERS PRIVATE WEALTH MANAGEMENT | BENNCO ADVISORS
CRD#: 126514 / SEC#: 801-62226, 8-65885
RIA
Registered Investment Advisory firm - SEC (7/18/2003 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
North Carolina(5/4/2016)
IAR
North Carolina(10/29/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TS
THE STRATEGIC FINANCIAL ALLIANCE, INC.
ADAMS FINANCIAL SERVICES | WELLSPRING ADVISORY SERVICES, LLC | TOM BECK COMPANY | THE STRATEGIC FINANCIAL ALLIARCE | THE STRATEGIC FINANCIAL ALLIANCE, INC. | THE STRATEGIC FINANCIAL ALLIANCE | THE RAPPAHANNOCK WEALTH ADVISORS, INC. | THE BAKER FINANCIAL GROUP, LLC | STARR CAPITAL | SNYDER FINANCIAL GROUP | SHERPA FINANCIAL ADVISORS | RELIANCE ADVISORY SERVICES, INC. | RAUSCH FINANCIAL SERVICES | PRIVATE CLIENT ADVISORY | PREHMUS FINANCIAL PARTNERS | OAK WEALTH MANAGEMENT | O'NEIL FINANCIAL ADVISORS | NORTH GEORGIA WEALTH ADVISORS | NAKAMURA STRATEGIC FINANCIAL PLANNING | MONEY CONCEPTS, INC. | MAIN ADVISORY | LFA PRIVATE WEALTH MANAGEMENT | LEGACY FINANCIAL ASSOCIATES | KOEHN FINANCIAL GROUP | KNIGHT ASSET MANAGEMENT | KJM WEALTH MANAGEMENT | KEOWEE FINANCIAL GROUP, INC. | KEIHATSU WEALTH MANAGEMENT | KEEN ADVISOR GROUP | KEEN & POCOCK | KAP FINANCIAL SOLUTIONS | GROWTHPOINT ADVISORS, LLC | GOLDEN SWORD ALLIANCE | GEORGIA WEALTH PARTNERS | GENCREST CAPITAL PARTNERS | FRANK REYNOLDS AND COMPANY | FINANCIAL PLANNING ADVISORY SERVICE, INC. | ENCORE FINANCIAL CONSULTING | DUNN FINANCIAL SERVICES | DERAND CAPITAL MANAGEMENT GROUP / THE RETIREMENT COACH | DAVIS WEALTH PLANNING | CORRIGAN FINANCIAL | CORNERSTONE WEALTH SERVICES | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | CAROLINA WEALTH ADVISORS | CARNEGIE WEALTH MANAGEMENT | CARLYLE WEALTH MANAGEMENT | CAPITAL INSIGHT GROUP | BOWERS PRIVATE WEALTH MANAGEMENT | BENNCO ADVISORS
CRD#: 126514 / SEC#: 801-62226, 8-65885
RIA
Registered Investment Advisory firm - SEC (7/18/2003 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Phone number
(678) 954-4000
Established
Georgia since 02/13/2003
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
63
SEC notice filing (50 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SFA HOLDINGS, INC. | SHAREHOLDER | |
| COPELAND, JOSEPH KILLINGSWORTH | VICE PRESIDENT, INFORMATION SYSTEMS & TECHNOLOGY | 6847982 |
| GOLDSMITH, ARTHUR BERTRAM | SVP | 706059 |
| HARRELL, VERONICA RAY | ASSISTANT VICE-PRESIDENT | 5898449 |
| JONES, DEADERICK K | VICE PRESIDENT, CCO | 3029947 |
| SCHROLL, DAVID | VICE-PRESIDENT SUPERVISION | 5055067 |
| SLOVIN, CLIVE | DIRECTOR | 1101301 |
| SULLIVAN, JULIE ANN | PRESIDENT, DIRECTOR | 1112088 |
| TATUM, ANNA ELISE | CFO | 7273094 |
Regulatory assets under management
| Total Number of Accounts | 1,394 |
| AUM (Assets Under Management) | $ 470,940,835 |
Disclosures
| Regulatory Event | 1 |
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.
