Jake ButcherCRD Number: 5058104
Current Firm: Hcm Wealth Advisors
Jake Butcher (CRD# 5058104) is an Investment Advisor Representative working at Hcm Wealth Advisors in Cincinnati, OH and has 1 year of experience in the finance industry. Jake Butcher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Prudential Financial Planning Services
Renaissance Investment Management
Journey Advisory Group, LLC
|Hengehold Capital Management LLC||Cincinnati, OH||Jan 2011 - Current||10|
Total Assets Under Management768MILLIONS
Total Number of Accounts2,207ACCOUNTS
Average Account Value$347,941
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, IL, IN, KY, NC, OH, PA, SC, TX
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