Jon Dauble (CRD# 1412416) is an Investment Advisor Representative working at Dauble+worthington Equity Portfolios in Evansville, IN and has over 38 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 |
|---|---|---|---|
| Osage Pacific Advisor, Inc. | Laguna Hills, CA | Mar 2020 - Current | 4 |
| Jon A Dauble, & Company, LLC | Knoxville, TN | Jan 2020 - Current | 4 |
| Dauble, Wilson, Worthington LLC | Evansville, IN | Jul 2011 - Dec 2019 | 8 |
| Dauble+worthington Capital Management | Evansville, IN | Sep 2008 - Dec 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.