Jennifer A. Hutchins

CBIZ INVESTMENT ADVISORY SERVICES | Co-Chief Investment Officer

Dallas, TX 75206-4130

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CRD#: 4852886

Professional summary

Jennifer Ashley Hutchins, who also goes by Jennifer Ashley Dent Miss, Jennifer Ashley Dent, Jennifer Ashley Hutchins, Jennifer Hutchins, is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Dallas, Texas.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jennifer has worked at 12 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Biography

Jennifer Hutchins, named Co-CIO in May 2023, leads the Portfolio Management and Diligence teams. She oversees the planning, execution and success of the PMG and the IMS Select and RMS Select portfolios. She joined Avantax as an internal support specialist for BMS, a business model that partners CPA firms with experienced financial advisors, from 2007–2008 and returned in 2017 after eight years at H. Beck, Inc., where she held various roles including Senior Product Specialist, Investment Analyst and Vice President of Investments. Jennifer started her career in financial planning and wealth management in 2004 as an advisor with A.G Edwards & Sons. She received her Bachelor of Arts degree in political science and economics from Christendom College, and her love of mathematics and economic studies eventually led her to pursue a career in the financial services industry. Jennifer has attained the Chartered Financial Analyst® designation, is a member of the CFA Society of Dallas and has passed the FINRA Series 7, 24 and 66 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Ashley Dent Miss | Jennifer Ashley Dent | Jennifer Ashley Hutchins | Jennifer Hutchins

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. AMERICAN GYMNASTICS ASSOCIATION; BUSINESS, MARKETING, OTHER; non-investment related; 30 hrs/mo; 0 trading hrs/day; 02/05/2011; DALLAS TX 75287; JUDGE GYMNASTIC ABILITYAT GYMNATICS MEETS 2. MARKET RESEARCH POSITION: participant NATURE: From time to time, I may participate in focus groups or research studies on varying topics INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2019 ADDRESS: 575 Fifth Avenue, New York NY 10017, United States DESCRIPTION: I may be invited to in person or via phone call or webcam to discuss my opinion or give my insight on varying topics. Topics may include food, beverages, retail, financial services, healthcare, etc. Note there are multiple companies which offer these market research opportunities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ashley Hutchins's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 12, 2025 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 4849 Greenville Ave Bldg 2 Ste 1320, Dallas, TX 75206-4130

RIA

AVANTAX ADVISORY SERVICES

CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA

Registered Investment Advisory firm - (2/8/2017 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

Texas
(9/12/2025)

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: 11/24/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/4/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/20/2007

General Securities Principal Examination

Current Firm

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA

Registered Investment Advisory firm - (2/8/2017 Approved)

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Contact information

Main Address

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131

Mailing Address

Phone number

(216) 447-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CBIZ IAS BROCHURE NO WRAP (3/27/2025)

THE CBIZ INR WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,658
AUM (Assets Under Management)	$ 10,491,932,749

Red Flags

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

Contact information

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Jennifer A. Hutchins

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ashley Hutchins's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA INVESTMENT SERVICES LLC

CETERA FINANCIAL SPECIALISTS LLC

CETERA ADVISORS LLC

AVANTAX PLANNING PARTNERS, INC.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

1ST GLOBAL CAPITAL CORP.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

CBIZ INVESTMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/24/2004

SIE

Date: 10/1/2018

Series 7

Date: 11/4/2004

Series 24

Date: 8/20/2007

Current Firm

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CBIZ INVESTMENT ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Contact information

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