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Nolan H
Series 65
Evansville, IN
Dauble+Worthington Equity Portfolios
Nolan Hutson is a financial advisor at Dauble+Worthington Equity Portfolios in Evansville, IN. He holds a Series 65 credential and is new to the industry with less than one year of experience. Prior to his current role, Nolan worked in tax and accounting roles and has experience at SS&C Technologies. Dauble+Worthington Equity Portfolios provides discretionary portfolio management, investment recommendations, and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis supported by independent research to guide its investment decisions across a range of securities and strategies.
Jon D
Series 63, Series 65
Evansville, IN
Dauble+Worthington Equity Portfolios
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.
Jackie O
Series 63, Series 65
Evansville, IN
Dauble+Worthington Equity Portfolios
Jackie Overstreet is a financial advisor at Dauble+Worthington Equity Portfolios in Evansville, IN, holding Series 63 and Series 65 designations with 14 years of industry experience. She has been with Dauble+Worthington Capital Management since 2015. Dauble+Worthington Equity Portfolios provides discretionary investment advisory and monitoring services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of analysis methods and offers tailored investment plans with ongoing supervision, serving both individual and institutional clients.
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