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ChFC
JH
ChFC

Jon Hutchison

LPL Financial LLC
42 Years of Experience
Roseville, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jon Hutchison is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Roseville, CA, with 42 years of industry experience. Jon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5 Sierra Gate Plz Ste 340, Roseville, CA, 95678

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jon is affiliated with Hutchison Financial Group as a DBA for LPL business since 2001. He also has an insurance agency, Hutchison Insurance Services, since 1982 and owns Hillcrest Court Apartments as a real estate rental since 2008.

Employment History
Current Registrations
LPL Financial LLC
February 2019 - Present · 7 yrs 8 mos
LPL Financial LLCBroker
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Lincoln Financial Securities Corporation
February 2014 - February 2019 · 5 yrs
Lincoln Financial Securities CorporationBroker
June 2003 - February 2019 · 15 yrs 8 mos
Signator Investors, INC.
October 2002 - June 2003 · 8 mos
Signator Investors, INC.Broker
January 2002 - June 2003 · 1 yr 5 mos
Cadaret, Grant & CO., INC.Broker
February 2001 - January 2002 · 11 mos
Sentra Securities CorporationBroker
January 1994 - February 2001 · 7 yrs 1 mo
American Investors CompanyBroker
January 1991 - December 1993 · 2 yrs 11 mos
Financial Marketing, INC.Broker
August 1990 - February 1991 · 6 mos
American General Securities IncorporatedBroker
March 1985 - August 1990 · 5 yrs 5 mos
Cal-Western Securities CO.Broker
March 1984 - March 1985 · 1 yr
State Registrations18 states
AZCAFLIDINMOMTNCNENJNVORSCTXUTVAWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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