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Jake Butcher, Cfp® Email & Phone Number

President | Wealth Advisor | Partner at HCM Wealth Advisors & CPAs
Location: Cincinnati, Ohio, United States 4 work roles 4 schools
1 work email found @hcmwealthadvisors.com 2 phones found area 513 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@hcmwealthadvisors.com
Direct phone (513) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
HCM Wealth Advisors & CPAs
Role
President | Wealth Advisor | Partner
Location
Cincinnati, Ohio, United States
Company size
27 employees

Who is Jake Butcher, Cfp®? Overview

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Quick answer

Jake Butcher, Cfp® is listed as President | Wealth Advisor | Partner at HCM Wealth Advisors & CPAs, a with 27 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at hcmwealthadvisors.com, phone signal with area code 513, and a matched LinkedIn profile for Jake Butcher, Cfp®.

Jake Butcher, Cfp® previously worked as Partner | Wealth Advisor at Hcm Wealth Advisors and Research Analyst Intern at Hcm Wealth Advisors. Jake Butcher, Cfp® holds Bba Finance, International Business, Co-Op Participant from University Of Cincinnati Carl H. Lindner College Of Business.

Company email context

Email format at HCM Wealth Advisors & CPAs

This section adds company-level context without repeating Jake Butcher, Cfp®'s masked contact details.

{first}@hcmwealthadvisors.com
89% confidence

AeroLeads found 1 current-domain work email signal for Jake Butcher, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jake Butcher, Cfp®

As a fee-only Registered Investment Advisor, HCM Wealth Advisors (Hengehold) is dedicated to serving individuals looking for intelligent solutions that will allow them to attain financial independence. For over 25 years, we have offered professional portfolio management services utilizing technology, independent research and the analytical skills of our investment team. Our loyalties are always aligned with our clients' best interests. Our goal is to be your trusted advisor based on integrity, knowledge and personalized service. If Financial Independence is important to you, we should talk.

Listed skills include Investments, Mutual Funds, Trading, Portfolio Management, and 6 others.

Current workplace

Jake Butcher, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

HCM Wealth Advisors & CPAs
Hcm Wealth Advisors & Cpas
President | Wealth Advisor | Partner
Cincinnati, OH, US
Website
hcmwealthadvisors.com
Employees
27
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Company profile
View company profile Email format
4 roles

Jake Butcher, Cfp® work experience

A career timeline built from the work history available for this profile.

Partner | Wealth Advisor

Current
Hcm Wealth Advisors

Cincinnati, Oh, Us

HCM Wealth Advisors (Hengehold Capital) is an employee owned fee only Registered Investment Advisor.

Jan 2011 - Present

Broker Services Co-Op

Ultimus Fund Solutions, Llc

Cincinnati, Oh, Us

Ultimus Fund Solutions is a mutual fund servicing company servicing the mutual fund industry. While working at Ultimus I provided support for shareholder services for the transfer agent group by processing electronic trade files through the Fund/SERV system, tracking payment processes, tax reporting on IRS forms, new account setups and daily trade confirmations production for all shareholder transactions.

Mar 2008 - Sep 2008
Team & coworkers

Colleagues at HCM Wealth Advisors & CPAs

Other employees you can reach at hcmwealthadvisors.com. View company contacts for 27 employees →

SH Steve Hengehold, Cfp® Steve Hengehold, Cfp® Colleague at Hcm Wealth Advisors & CpasCincinnati, Ohio, United States View → KP Kimberly Penzes Kimberly Penzes Colleague at Hcm Wealth Advisors & CpasCincinnati, Ohio, United States View → KG Kacidee Gemperle Kacidee Gemperle Colleague at Hcm Wealth Advisors & CpasCincinnati, Ohio, United States View → DJ Doug Johnson, Cfa Doug Johnson, Cfa Colleague at Hcm Wealth Advisors & CpasCincinnati, Ohio, United States View → MA Mary Anne Hengehold Mary Anne Hengehold Colleague at Hcm Wealth Advisors & CpasCincinnati, Ohio, United States View → DR Daniel Rinck Daniel Rinck Colleague at Hcm Wealth Advisors & CpasCincinnati, Ohio, United States View → AD Angelo Dimarzio Angelo Dimarzio Colleague at Hcm Wealth Advisors & CpasCincinnati, Ohio, United States View → CB Christy Barlow Christy Barlow Colleague at Hcm Wealth Advisors & CpasCincinnati Metropolitan Area, United States View → TO Tim Orth Tim Orth Colleague at Hcm Wealth Advisors & CpasCincinnati Metropolitan Area, United States View → MC Matthew Calme, Cfp® Matthew Calme, Cfp® Colleague at Hcm Wealth Advisors & CpasCincinnati, Ohio, United States View →
4 education records

Jake Butcher, Cfp® education

Bba Finance, International Business, Co-Op Participant

University Of Cincinnati Carl H. Lindner College Of Business

Graduate Of The Leadership Development Institute 2019

The Goering Center For Family & Private Business

Executive Certificate In Financial Planning

Xavier University

International Business

Cea Global Campus In Madrid, Spain
FAQ

Frequently asked questions about Jake Butcher, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jake Butcher, Cfp® work for?

Jake Butcher, Cfp® works for HCM Wealth Advisors & CPAs.

What is Jake Butcher, Cfp®'s role at HCM Wealth Advisors & CPAs?

Jake Butcher, Cfp® is listed as President | Wealth Advisor | Partner at HCM Wealth Advisors & CPAs.

What is Jake Butcher, Cfp®'s email address?

AeroLeads has found 1 work email signal at @hcmwealthadvisors.com for Jake Butcher, Cfp® at HCM Wealth Advisors & CPAs.

What is Jake Butcher, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 513 for Jake Butcher, Cfp® at HCM Wealth Advisors & CPAs.

Where is Jake Butcher, Cfp® based?

Jake Butcher, Cfp® is based in Cincinnati, Ohio, United States while working with HCM Wealth Advisors & CPAs.

What companies has Jake Butcher, Cfp® worked for?

Jake Butcher, Cfp® has worked for Hcm Wealth Advisors & Cpas, Hcm Wealth Advisors, and Ultimus Fund Solutions, Llc.

Who are Jake Butcher, Cfp®'s colleagues at HCM Wealth Advisors & CPAs?

Jake Butcher, Cfp®'s colleagues at HCM Wealth Advisors & CPAs include Steve Hengehold, Cfp®, Kimberly Penzes, Kacidee Gemperle, Doug Johnson, Cfa, and Mary Anne Hengehold.

How can I contact Jake Butcher, Cfp®?

You can use AeroLeads to view verified contact signals for Jake Butcher, Cfp® at HCM Wealth Advisors & CPAs, including work email, phone, and LinkedIn data when available.

What schools did Jake Butcher, Cfp® attend?

Jake Butcher, Cfp® holds Bba Finance, International Business, Co-Op Participant from University Of Cincinnati Carl H. Lindner College Of Business.

What skills is Jake Butcher, Cfp® known for?

Jake Butcher, Cfp® is listed with skills including Investments, Mutual Funds, Trading, Portfolio Management, Financial Analysis, Financial Services, Fixed Income, and Financial Reporting.

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