Jon Hutchison
Jon Hutchison is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Roseville, CA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5 Sierra Gate Plz Ste 340, Roseville, CA, 95678
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Regulatory History
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.
Learn about disclosures →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
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Cadaret, Grant & CO., INC.Broker
Sentra Securities CorporationBroker
American Investors CompanyBroker
Financial Marketing, INC.Broker
American General Securities IncorporatedBroker
Cal-Western Securities CO.Broker
State Registrations18 states
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.