Jason Daugherty (CRD# 4267059) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Woodstock, GA and has over 20 years of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triumph Advisors Marketing Services, Inc. | Woodstock, GA | Jul 2012 - Current | 8 |
| Lexington Marketing Services, Inc. | Woodstock, GA | Sep 2010 - Current | 10 |
| Triumph Wealth Advisors, Inc. | Woodstock, GA | Feb 2010 - Current | 10 |
| Tcm Securities, Inc. (taylor Capital Management, Inc.) | Woodstock, GA | Aug 2009 - Current | 11 |
| Triumph Insurance Advisors, Inc. | Woodstock, GA | Feb 2009 - Current | 11 |
| Triumph Mortgage Advisors, Inc. | Woodstock, GA | Jun 2008 - Current | 12 |
| Triumph Advisors, Ltd | Woodstock, GA | Jan 2006 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management28MILLIONS
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Total Number of Accounts363ACCOUNTS
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Average Account Value$76,584
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- 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)
AL, AZ, CA, CO, CT, FL, GA, IA, IN, KS, LA, MA, MD, ME, MO, MS, MT, NC, NE, NH, NJ, NM, OH, PA, SC, TN, TX, VA, WV
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