Jon Hutchison, financial advisor Roseville CA

Jon Hutchison

CRD Number: 1220929
Current Firm: Lpl Financial LLC

Jon Hutchison (CRD# 1220929) is an Investment Advisor Representative working at Lpl Financial LLC in Roseville, CA and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Roseville, CA Feb 2019 - Current 5
Hutchison Financial Group, Inc. Roseville, CA Oct 2001 - Feb 2019 17
Lincoln Financial Securities Corporation Roseville, CA Jul 2008 - Jan 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S65 NASAA Investment Advisors Law Examination Aug 2002
Contact Info for Jon C. Hutchison
Phone Number: 704-733-3300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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