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Jake Elliott Butcher is a Certified Financial Planner™ and an investment advisor representative at HCM Wealth Advisors. Jake has been in the financial services industry since January 2011. Jake is registered with the state of Ohio and has a FINRA Series 65 license. Jake specializes in providing financial planning, portfolio management, and educational seminars. Jake serves individuals, high-net-worth individuals, charitable organizations, and corporations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
12/11/2014 - Present
HCM Wealth Advisors (CINCINNATI OH)
Active
Inactive
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