David Bryan Hutton

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2006 → 07/2021
  Edward Jones
  St. Louis, MO
• 08/2021 → Present
  Raymond James Financial Services, Inc.
  Grand Junction, CO
• 08/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Grand Junction, CO

Previous Registrations

• 2006-10-17 → 2021-07-26
  Edward Jones
  Grand Junction, CO
  Grand Junction, CO
  St Louis, MO
  Grand Junction, CO

Other Businesses

(1)Name of Business: D&M Hutty Enterprises, LLC Address: 1628 L Road, Fruita, CO, 81521, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/15/2002 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Commercial Rental building (2)Name of Business: Hutton and Kline Wealth Managment Group, LLC Address: 340 Grand Ave, Grand Junction, CO, 81501, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/13/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Co owner, financial Advisor (3)Name of Business: Hutton Wealth Management Address: 1628 L Rd, Fruita, CO, 81521, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/06/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner Hutton Wealth Management (4)Name of Business: OakCrest Advisors, LLC Address: 340 Grand Ave, Grand Junction, CO, 81501, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/26/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2006-09-19

Designations

• Certified Financial Planner