Daniel Gutcher

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 10/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 07/2024 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 06/2015 → 06/2018
  Hunters Green Community Association
  Tampa, FL
• 06/2018 → 08/2020
  University Of South Florida
  Tampa, FL
• 08/2020 → 05/2022
  Eckerd College
  Saint Petersburg, FL
• 08/2022 → 08/2024
  University Of Tampa
  Tampa, FL
• 05/2022 → 08/2022
  N/A
  Tampa, FL

Other Businesses

(1) KASE Wealth Advisor; DBA; Investment related; 4302 Henderson Boulevard, Suite 201, Tampa FL 33629; Advisor and Fixed Insurance Sales; Start 10/24/2024; 160 hours/month, 160 hours/month during trading. (2) Gutcher Wealth Inc; Investment Related; 4302 Henderson Blvd Ste 201, Tampa Fl 33629; Wealth Advising; President; Start 3/13/2025; 80 hours/month during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-22

Other Names

• Danny Gutcher