JH
CFP
JH
CFP

John Hutchinson

30 Years of Experience
Walnut Creek, CA
Broker

John Hutchinson is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Walnut Creek, CA, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

2999 Oak Road Suite 1030, Walnut Creek, CA, 94597

Get directions

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.

Learn about disclosures →
Other Business Activities

John serves as Co-Trustee and Financial POA for the Janice Roberts-Mother-In-Law Trust, providing FA advisory services on assets under management.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2025 - Present · 1 yr 1 mo
Raymond James & Associates, INC.Broker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
November 2011 - May 2025 · 13 yrs 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
November 2011 - May 2025 · 13 yrs 6 mos
Stone & Youngberg LLC
January 2004 - November 2011 · 7 yrs 10 mos
Stone & Youngberg LLCBroker
November 2003 - November 2011 · 8 yrs
Charles Schwab & CO., INC.Broker
August 1997 - November 2003 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1996 - August 1997 · 1 yr 6 mos
State Registrations14 states
AZCACOFLHIIDINMDNCNVNYORUTWA
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.