Advisors at this firm
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.
John W
Series 66
Evansville, IN
Dauble+Worthington Equity Portfolios
John Worthington is a financial advisor with Dauble+Worthington Equity Portfolios in Evansville, IN, holding a Series 66 designation and 17 years of industry experience. He has been involved with Dauble, Miser, Worthington, LLC since 2016 and operates Worthington Investments, LLC, which manages multifamily property investments through an independent third party. Worthington also co-manages Dauble, Miser, Worthington, LLC, advising clients on tax and wealth strategies. 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 variety of analytical methods and provides ongoing portfolio supervision, including performance reporting and the use of both long-term and shorter-term strategies tailored to client risk profiles.
