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John Jay Hutchins

COMPREHENSIVE PLANNING ASSOCIATES, INC.·LEBANON, New Hampshire
Clean recordCOMPREHENSIVE 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Jay Hutchins is a registered financial advisor based in LEBANON, New Hampshire, affiliated with COMPREHENSIVE PLANNING ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COMPREHENSIVE PLANNING ASSOCIATES, INC.
THE WEALTH CONSERVATORY
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at COMPREHENSIVE PLANNING ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1123401
Firm CRD# 115932
View on FINRA BrokerCheck →

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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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