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Jason Hutchinson

Advisor at Guardian Life — Middleton, MA Village Road

Updated today

Credentials

Series 66

Experience

8 years

Location

Middleton, MA 01949

Guardian Life logo

Guardian Life

Enterprise

Total advisors

1,911

Across 509 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Jason Hutchinson is a financial advisor with Guardian Life holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Lincoln Investment and Edward Jones. Outside of advising, he is employed part-time at QAD, where he assists with appointment scheduling. Guardian Life’s subsidiary Park Avenue® Wealth Management offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm utilizes a combination of advisor-led discretionary management and model-based strategies across proprietary and third-party platforms, providing tailored financial planning and consulting services.

Client services

Based on Guardian Life

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Guardian Life

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Guardian Life

Founder/Business Owner Executive Financial Professional

Demographic focus

Based on Guardian Life

Approaching retirement Established Professionals Mid-Career Professionals

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Fee options

Fixed

Flat fees generally range from $500 to $25,000 per agreement; subscription-based financial planning maximum annual fee of $25,000; business consulting or education services up to $30,000.

Percentage

$0 - $499,999.99: 2.05% $500,000 - $999,999.99: 2.00% $1,000,000 - $1,999,999.99: 1.95% $2,000,000+: 1.90%

Commissions

Commissions are charged on transaction-based brokerage accounts; ticket charges include $10 per transaction in certain programs.

Project-based

Hourly fees generally range from $100/hour to $500/hour.

Subscriptions

Subscription-based financial planning and business consulting services charged annual fees paid monthly or quarterly, up to $25,000 to $30,000 per year.

Other

Account minimum: $5,000

Location

See office

Middleton, MA Village Road

35 Village Road, Suite 302

Middleton MA 01949

Advisors at this office

3

Most active in

Maine · Massachusetts · Michigan

Work history

8 years of industry experience

Guardian life Insurance Company

2024 - Present • 2 years

Haverhill, MA

Park Avenue securities

2024 - Present • 2 years

Haverhill, MA

Guardian Life

2024 - Present • 2 years

Middleton, MA

Guardian life Insurance Company

2024 - Present • 2 years

Middleton, MA

Lincoln Investment

2021 - 2024 • 3 years

Fort Washington, PA

Capital Analysts

2021 - 2024 • 3 years

Fort Washington, PA

Edward Jones

2018 - 2021 • 3 years

St Louis, MO

Eagle Tribune

2017 - 2018 • 1 year

North Andover, MA

Cybercoders

2016 - 2017 • 1 year

Boston, MA

Witch City Cleaning

2011 - 2018 • 7 years

Salem, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quentara C

CFP®

North Andover, MA

Powwow, LLC

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

Elder care planning Caretaker Gen X (Born 1965-1980)
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Ali S

Series 65

Wilmington, MA

SIAHKAMARI Capital

Ali Siahkamari is the principal of Siahkamari Capital and holds a Series 65 credential. He has experience working at Fidelity Investments, JPMorgan Chase & Co, and Dell Technologies. He also has a background in quantitative development and data science and holds a Ph.D. Outside of his advisory role, he is licensed as a real estate agent, though this activity is separate from his financial advisory work. Siahkamari Capital is a state-registered investment adviser serving individuals and high-net-worth clients through discretionary portfolio management. The firm uses a combination of quantitative models and fundamental analysis to guide investment decisions and conducts quarterly account reviews with tailored portfolio strategies based on each client’s financial situation and risk tolerance.

Active portfolio management
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Newton S

Series 63, Series 65

Reading, MA

MS Financial Services, LLC

Newton Spurr is a financial advisor with MS Financial Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with MS Financial Services since 2012 and is also a partner at Spurr & Spurr, LLP, a tax and accounting firm. Spurr dedicates part of his professional time to managing tax and accounting matters through this firm. MS Financial Services, LLC provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes fundamental analysis and a long-term investment approach with customized policy statements and strategic asset allocation, managing approximately $45 million in client assets.

Wealth management
user avatar

Peter K

Series 65

Marblehead, MA

Kempthorne Analytics, Inc

Peter Kempthorne is the sole advisor at Kempthorne Analytics, Inc., an independent firm based in Marblehead, MA. He holds a Series 65 designation and has 19 years of industry experience. Kempthorne has been with Kempthorne Analytics since 1992. In addition to advisory work, he is involved in academic teaching and statistical expert consulting, including university lecturing and courtroom expert testimony. Kempthorne Analytics primarily serves individual investors, as well as corporations, trusts, and retirement plans. The firm employs quantitative and statistical methods for managing equity and fixed-income portfolios using ETFs, mutual funds, and common stocks, with an emphasis on modern portfolio theory. It offers discretionary investment supervisory services through two distinct programs tailored to individual risk tolerance, combining sector-based allocation and systematic multi-model diversification. The firm also maintains commodity futures regulatory registrations and qualifications, though it does not currently trade futures.

Active portfolio management Passive / index investing
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Martin K

Series 63, Series 65

Tewksbury, MA

Capital Wealth Management

Martin Krikorian is a financial advisor at Capital Wealth Management in Tewksbury, MA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Capital Wealth Management since 2005. Capital Wealth Management is a fee-only registered investment adviser serving individuals, families including high-net-worth clients, trusts, foundations, businesses, and non-profit organizations. The firm focuses on portfolio diversification and risk control using low-cost, no-load, and index mutual funds, applying Modern Portfolio Theory with defined rebalancing guidelines, and offers no-cost educational seminars on investments, retirement planning, and estate planning.

Passive / index investing
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Ianka R

CFP®

Wakefield, MA

BG Financial Planning

Ianka Rando is a CFP® certificant with 23 years of industry experience. She has worked at Crystal Capital Management from 2003 to 2019 and has operated BG Financial Planning since 2002. BG Financial Planning is a solo, fee-only firm that provides financial planning and investment advice to individuals and small businesses through hourly engagements. The firm follows a long-term, fundamental buy-and-hold investment philosophy, primarily recommending diversified portfolios of low-cost index funds and ETFs, and does not take custody of client assets or provide ongoing discretionary management.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
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