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Jason Paul Daugherty

Triumph Wealth Advisors, Inc.

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About Jason Paul Daugherty

Jason Paul Daugherty is a financial advisor with over 15 years of experience in the financial services industry. Jason is a Registered Representative and Investment Advisor Representative, holding Series 7, 24, 63, and 66 licenses. Jason has worked with Triumph Wealth Advisors, Inc. since 2010. Jason is also a Vice President with Triumph Insurance Advisors Inc.

Firm Information

Jason Daugherty is currently registered with Triumph Wealth Advisors, Inc.. Triumph Wealth Advisors, Inc. is an independent wealth management firm that offers a range of advisory services to individuals. The firm manages approximately $28,075,000 in assets for 241 clients. Triumph Wealth Advisors provides financial planning, portfolio management for individuals, and selection of other advisors.

$28.07M

Assets Under Management

241

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee for plan design

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Jason Daugherty’s Registration & Firm History

GA

07/19/2024 - Present

Triumph Wealth Advisors, Inc. (WOODSTOCK GA)

GA

01/20/2010 - 08/19/2019

TAYLOR CAPITAL MANAGEMENT INC. (Woodstock GA)

GA

09/14/2000 - 07/01/2003

RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)

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Licenses & Designations

BOTH

Issued 01/26/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 06/05/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Paul Daugherty.
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