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John Jay Hutchins

COMPREHENSIVE PLANNING ASSOCIATES, INC.·LEBANON, New Hampshire
Series 3, Series 6, Series 7, Series 22, Series 63, Series 65Clean record31 years registeredCOMPREHENSIVE PLANNING ASSOCIATES, INC.
29 SCHOOL STREET, LEBANON, NH 03766CRD# 1123401Firm CRD# 115932

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Jay Hutchins · LEBANON, NH
Registration
CRD #1123401 · COMPREHENSIVE PLANNING ASSOCIATES, INC. · 31 years registered
Brand Profile
Not yet started
01

Career History

THE WEALTH CONSERVATORY
Mar 1995 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 6
Series 7
Series 22
Series 63
Series 65
Registration record
First registered · March 17, 1995
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COMPREHENSIVE PLANNING ASSOCIATES, INC.
CRD 115932 · SEC 801-69486
AUM
$41M
Regulatory assets under management
Employees
1
186 client accounts
Services offered by COMPREHENSIVE PLANNING ASSOCIATES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COMPREHENSIVE PLANNING ASSOCIATES, INC. →
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05

Frequently Asked Questions

What services does John Jay Hutchins offer?
John Jay Hutchins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEBANON, New Hampshire for a consultation.
What are John Jay Hutchins's credentials?
John Jay Hutchins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Jay Hutchins located?
John Jay Hutchins is based in LEBANON, New Hampshire, working with COMPREHENSIVE PLANNING ASSOCIATES, INC.. Their office serves clients in the LEBANON metropolitan area and surrounding communities.
How does John Jay Hutchins charge for services?
John Jay Hutchins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPREHENSIVE PLANNING ASSOCIATES, INC.?
COMPREHENSIVE PLANNING ASSOCIATES, INC. has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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