JD
JD

Jason Paul Daugherty

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
3,109 clients
Average Client Portfolio
$276K average
Assets Under Management
$858.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

2230 Towne Lake Pkwy, Bldg 800-Ste 130, Woodstock, GA, 30189

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jason is the President of Triumph Wealth Advisors, Inc., a Registered Investment Advisor, dedicating full-time hours to this role. He is also the Vice President of Triumph Insurance Advisors Inc., focusing on insurance broker compliance and operations, which takes about five times the hours of a full-time job. Jason also owns Generations Auto Sales, spending a few hours per week on research, sourcing, and purchasing.

Employment History
Current Registrations
World Equity Group, INC.Broker
August 2021 - Present · 4 yrs 6 mos
Triumph Wealth Advisors, INC.
January 2011 - Present · 15 yrs 1 mo
Previous Registrations
Taylor Capital Management INC.Broker
January 2010 - August 2019 · 9 yrs 7 mos
Raike Financial Group INC.Broker
September 2000 - July 2003 · 2 yrs 10 mos
State Registrations3 states
GATNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jason Paul Daugherty - Financial Advisor | TrueAdvisor