James Hutchinson
James Hutchinson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Encino, CA, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
16133 Ventura Blvd., Suite 530, Encino, CA, 91436
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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
James is involved in non-variable insurance sales since 2011, dedicating about half his time (20 hours weekly). He is also a partner and administrator at Core Financial Group, a non-variable insurance business, spending a few hours per week on this role since 2016.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Mutual Securities, INC.Broker
Fortis Investors, INC.Broker
State Registrations7 states
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