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John Michael Whitehead

John M. Whitehead

HUTCHISON WHITEHEAD WEALTH MANAGEMENT
Canonsburg, PA 15317
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CRD#: 4607899
John Michael Whitehead

Professional summary


John Michael Whitehead, CFP®, who also goes by J. Michael Whitehead, Mike Whitehead, is a registered financial advisor currently at HUTCHISON WHITEHEAD WEALTH MANAGEMENT located in Canonsburg, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. John has worked at 3 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


J. Michael Whitehead | Mike Whitehead

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) - RIA


Click below to view John Michael Whitehead'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

January 8, 2004 - Present

HUTCHISON WHITEHEAD WEALTH MANAGEMENT

Office #1: 1800 Main Street Suite 220, Canonsburg, PA 15317
RIA
CRD#: 129716
Canonsburg, PA
Past

November 5, 2003 - December 15, 2003

THE INVESTMENT CENTER, INC.

RIA
CRD#: 17839
CANONSBURG, PA
Past

April 14, 2003 - December 15, 2003

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
BEDMINSTER, NJ
Past

November 22, 2002 - March 3, 2003

BLUE VASE SECURITIES, LLC

BD
CRD#: 46765
WASHINGTON, PA

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
Pennsylvania
(1/8/2004)
IAR
Texas
(6/5/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/8/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HW
HUTCHISON WHITEHEAD WEALTH MANAGEMENT
AXIOM FINANCIAL GROUP, LLC | HUTCHISON WHITEHEAD, LLC | HUTCHISON WHITEHEAD WEALTH MANAGEMENT | AXION FINANCIAL GROUP, LLC | AXION FINANCIAL GROUP

CRD#: 129716 / SEC#:

Colorado
Registered Investment Advisory firm - (3/18/2025 Approved)
Pennsylvania
Registered Investment Advisory firm - (1/8/2004 Approved)
Texas
Registered Investment Advisory firm - (5/13/2025 Conditional Restricted)
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Contact information


Main Address
1800 Main Street Suite 220, Canonsburg, PA 15317
Mailing Address
Phone number
(724) 873-8755
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts348
AUM (Assets Under Management)$ 78,036,974

Red Flags


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

Company Information


HUTCHISON WHITEHEAD WEALTH MANAGEMENT

CRD#: 129716Canonsburg, PA 15317

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