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JH

Jeffrey D. Hutson

MONUMENT ADVISERS
CARMEL, IN 46032
CRD#: 8255213
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JH
Jeffrey David HutsonMONUMENT ADVISERS

Professional summary

Jeffrey David Hutson, who also goes by Jeffrey Hutson, is a registered financial advisor currently at MONUMENT ADVISERS located in Carmel, Indiana.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeffrey Hutson

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 Jeffrey David Hutson'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®
None

Experience

Current

May 4, 2026 - Present

MONUMENT ADVISERS

Office #1: 550 Congressional Blvd Suite 350, Carmel, IN 46032
RIA
CRD#: 331623
CARMEL, IN

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
Indiana
(5/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/16/2026
Uniform Investment Adviser Law Examination

Current Firm

MA
MONUMENT ADVISERS
MONUMENT ADVISERS | MONUMENT VENTURES | MONUMENT ADVISERS LLC

CRD#: 331623 / SEC#:

Indiana
Registered Investment Advisory firm - (5/30/2024 Approved)
Virginia
Registered Investment Advisory firm - (7/19/2025 Approved)
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Contact information

Main Address
550 Congressional Blvd Suite 350, Carmel, IN 46032
Mailing Address
Phone number
(317) 210-1051
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts75
AUM (Assets Under Management)$ 9,544,067

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

MONUMENT ADVISERS

CRD#: 331623Carmel, IN 46032

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