Jean C. Hutchinson

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CRD#: 1341166

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jean Carleton Hutchinson was a registered financial professional .

Jean is a previously registered financial professional and started their career in finance in 1985. Jean had worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 22 and Series 39 exams.

Question & Answer

Are you a "fiduciary"?

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 3, 2005 - October 11, 2021

IPI WEALTH MANAGEMENT, INC.

RIA

CRD#: 111872

ST. PETERSBURG BEACH, FL

Past

November 9, 1990 - October 12, 2012

INVESTMENT PLANNERS, INC.

CRD#: 18557

ST. PETERSBURG BEACH, FL

Past

January 3, 1990 - October 23, 1990

AMERICAN ROYAL INVESTORS, INC.

CRD#: 19197

Past

October 23, 1986 - December 31, 1987

ABORN INVESTMENTS, INC.

CRD#: 4366

Past

February 15, 1985 - October 16, 1986

PRINCETON EQUITY SECURITIES, INC.

CRD#: 15374

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".

IPI WEALTH MANAGEMENT, INC.

CRD#: 111872 / SEC#: 801-56878

RIA

Registered Investment Advisory firm - (11/1/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/28/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/3/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/16/1985

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 12/9/1983

Direct Participation Programs Representative Examination

Principal/Supervisory Exam

Series 39

Date: 12/12/1983

Direct Participation Programs Principal Examination

Current Firm

IPI WEALTH MANAGEMENT, INC.

CRD#: 111872 / SEC#: 801-56878

RIA

Registered Investment Advisory firm - (11/1/1999 Approved)

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Contact information

Main Address

226 W. Eldorado, Decatur, IL 62522

Mailing Address

P.o. Box 170, Decatur, IL 62525-0170

Phone number

(217) 425-6340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IPI WEALTH MANAGEMENT ADV2A (6/9/2025)

Regulatory assets under management

Total Number of Accounts	10,743
AUM (Assets Under Management)	$ 2,248,994,441

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jean C. Hutchinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INVESTMENT PLANNERS, INC.

AMERICAN ROYAL INVESTORS, INC.

ABORN INVESTMENTS, INC.

PRINCETON EQUITY SECURITIES, INC.

Primary Firm SEC Registration

IPI WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/28/2005

Series 63

Date: 1/3/2000

Series 7

Date: 11/16/1985

Series 22

Date: 12/9/1983

Series 39

Date: 12/12/1983

Current Firm

IPI WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IPI WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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