Jean HutchinsonCRD Number: 1341166
Current Firm: Ipi Wealth Management, Inc.
Jean Hutchinson (CRD# 1341166) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Saint Petersburg, FL and has over 18 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Ipi Asset Management, Inc.||Decatur, IL||Sep 2005 - Current||12|
|Investment Planners, Inc.||Mt. Zion, IL||Nov 1990 - Current||27|
|American Royal Investors Inc.||Greenview, IL||Dec 1989 - Current||28|
|Carleton Financial (self Employed)||St Petersburg Beach, FL||Jan 1988 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2000|
|S66||NASAA Uniform Combined State Law Examination||Sep 2005|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management995MILLIONS
Total Number of Accounts4,853ACCOUNTS
Average Account Value$204,941
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV