Advisor at Dauble+Worthington Equity Portfolios
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dauble+Worthington Equity Portfolios
Location
Evansville, IN
Credentials
Series 63, Series 65
Industry experience
21 years
Jon Dauble is the sole advisor at Dauble+Worthington Equity Portfolios in Evansville, IN, holding Series 63 and Series 65 licenses with 21 years of industry experience. His prior roles include positions at Osage Pacific Advisor, Inc., Jon A Dauble & Co., LLC, Dauble, Wilson, Worthington LLC, and Dauble+Worthington Capital Management. Outside of investment advisory, he serves as an officer and owner of The Dauble Companies, which provides tax mitigation services. Dauble+Worthington Equity Portfolios offers personalized, discretionary investment advisory and monitoring services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a mix of analytical methods and provides ongoing supervision, periodic rebalancing, and performance reporting, serving both individual and institutional clients.
Based on Dauble+Worthington Equity Portfolios
Based on Dauble+Worthington Equity Portfolios
$5,000 annual financial planning fee, negotiable
$0 - $100,000: $20 per month $100,001 - $250,000: $35 per month $250,001 - $1,000,000: $50 per month $1,000,001+: $75 per month
Account minimum: $5,000.00
Evansville, IN
Indiana
Osage Pacific Advisor, Inc.
2020 - Present (6 years)
Jon A Dauble, & Co., LLC
2020 - Present (6 years)
Dauble, Wilson, Worthington LLC
2011 - 2019 (8 years)
Dauble+Worthington Capital Management
2008 - 2019 (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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