John Hutchins has been President of Comprehensive Planning Associates since September 1994, is a control person of the firm and directly owns 75% or more of it. John Hutchins holds a Master of Science in Personal Financial Planning from the College for Financial Planning.
Comprehensive Planning Associates, Inc. is a Lebanon, NH firm with $138M under management, 124 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Jay Hutchins is Wealth Consultant/President of The Wealth Conservatory, based in Lebanon, NH. His career began when an insurance company recruited him out of college, and within a few years he joined the brokerage firm A.G. Edwards & Sons. In 1995 he retired from the brokerage business to found a financial planning and wealth management firm now known as The Wealth Conservatory.
- The Wealth ConservatoryCurrent– present · 31 yearsLebanon, NH · Adviser representative · Firm CRD 115932
Professional designations
Listed by Comprehensive Planning Associates
- Accredited Estate Planner® (AEP)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
John Hutchins is registered as an investment adviser representative in 6 states. The first approvals date from April 1995; the most recent is North Carolina, in March 2025.
- CaliforniaSince 4 May 2012
- MissouriSince 6 August 2024
- New HampshireSince 21 April 1995
- North CarolinaSince 20 March 2025
- TexasSince 6 August 2008
- VermontSince 7 May 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 September 1994 |
| Series 3 | National Commodity Futures Examination | 21 August 1987 |
| Series 7 | General Securities Representative Examination | 17 August 1985 |
| Series 22 | Direct Participation Programs Representative Examination | 11 July 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 May 1983 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 May 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Jay Hutchins
- CRD
- 1123401
- Firm
- Comprehensive Planning Associates · CRD 115932
- Role
- President
- Office
- 29 SCHOOL STREET, PO BOX 1135, Lebanon, NH 03766-4135
- Registration
- Investment adviser registration
- In the industry since
- March 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthconservatory.com
Where does John Hutchins work?
John Hutchins has been President of Comprehensive Planning Associates, Inc. since September 1994, and is a control person of the firm.
Is John Hutchins a financial advisor?
Yes. John Hutchins has a current investment-adviser registration in California, Missouri, New Hampshire, North Carolina, Texas and Vermont, through Comprehensive Planning Associates since March 1995.
How many years of experience does John Hutchins have?
John Hutchins has 31 years in the financial industry, since March 1995, across 1 adviser firm.
What exams has John Hutchins passed?
John Hutchins has passed 6 licensing exams: the Series 63, Series 6, Series 22, Series 7, Series 3 and Series 65. The earliest, the Series 63, was passed in May 1983.
Where is John Hutchins based?
John Hutchins’ registered office is in Lebanon, NH.
Is John Hutchins registered with FINRA?
No. John Hutchins has no current broker registration.
Is John Hutchins a CFP?
Comprehensive Planning Associates lists John Hutchins with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify John Hutchins’ record?
Search CRD 1123401 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Hutchins’ full registration record.