Jackie Overstreet (CRD# 1095576) is an Investment Advisor Representative working at Dauble+worthington Equity Portfolios in Evansville, IN and has over 41 years of experience in the finance industry.
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
CRD# 5466140
Donaldson Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dauble+worthington Capital Management | Evansville, IN | Sep 2015 - Current | 8 |
| Unemployed | Evansville, IN | May 2015 - Sep 2015 | < 1 |
| Old National Investments | Evansville, IN | Dec 2009 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1983 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- IN
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts61ACCOUNTS
-
Average Account Value$152,306
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
IN
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