Daniel Gutcher
Investment adviser representative at J. W. Cole Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$8.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- J. W. Cole Advisors, Inc.Oct 2024 to now
- J.W. Cole Advisors, Inc.Oct 2024 to now
- J.W. Cole Financial, Inc.Jul 2024 to now
- University of TampaAug 2022 to Aug 2024
- N/aMay 2022 to Aug 2022
- Eckerd CollegeAug 2020 to May 2022
- University of South FloridaJun 2018 to Aug 2020
- Hunters Green Community AssociationJun 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
J. W. Cole Advisors, Inc.
Legal name: Jonathan Roberts Advisory Group, Inc.
$8.2BAssets managed
31,247Clients
485Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7958974
- Firm CRD
- 112294