AdvisorOS Directory
Claim Profile
Unclaimed Profile
JD

Jason Paul Daugherty

TRIUMPH WEALTH ADVISORS, INC.·WOODSTOCK, Georgia
SIE, Series 7, Series 14, Series 24, Series 63, Series 66Clean record15 years registeredTRIUMPH WEALTH ADVISORS, INC.
2230 TOWNE LAKE PKWY, WOODSTOCK, GA 30189CRD# 4267059Firm CRD# 153175

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Paul Daugherty · WOODSTOCK, GA
Registration
CRD #4267059 · TRIUMPH WEALTH ADVISORS, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

WORLD EQUITY GROUP, INC.
Aug 2021 – present
TRIUMPH WEALTH ADVISORS, INC.
Jan 2011 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 63
Series 66
Registration record
First registered · January 26, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRIUMPH WEALTH ADVISORS, INC.
CRD 153175 · SEC 801-79603
AUM
$28M
Regulatory assets under management
Employees
4
241 client accounts
Services offered by TRIUMPH WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRIUMPH WEALTH ADVISORS, INC. →
Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WOODSTOCK?

Browse all registered financial advisors in WOODSTOCK, Georgia or claim this profile if it's yours.

Browse WOODSTOCK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jason Paul Daugherty offer?
Jason Paul Daugherty specializes in Financial Planning, Investment Management. Contact their office in WOODSTOCK, Georgia for a consultation.
What are Jason Paul Daugherty's credentials?
Jason Paul Daugherty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Paul Daugherty located?
Jason Paul Daugherty is based in WOODSTOCK, Georgia, working with TRIUMPH WEALTH ADVISORS, INC.. Their office serves clients in the WOODSTOCK metropolitan area and surrounding communities.
How does Jason Paul Daugherty charge for services?
Jason Paul Daugherty's firm is compensated through percentage of aum, hourly charges, other: fee for plan design. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIUMPH WEALTH ADVISORS, INC.?
TRIUMPH WEALTH ADVISORS, INC. has approximately 4 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TRIUMPH WEALTH ADVISORS, INC.

Dennis Willard Taylor
WOODSTOCK, GA

More Advisors in WOODSTOCK, Georgia

William Jasper Raike
WOODSTOCK WEALTH MANAGEMENT, INC.·WOODSTOCK, GA
David Earl Hultstrom
FINANCIAL ARCHITECTS, LLC·WOODSTOCK, GA
Anitha G Rao
FINANCIAL ARCHITECTS, LLC·WOODSTOCK, GA
Anthony Douglas Branca
WOODSTOCK WEALTH MANAGEMENT, INC.·WOODSTOCK, GA
Justin Pitcock
GOODWIN INVESTMENT ADVISORY, LLC·WOODSTOCK, GA
Timothy John Goodwin
GOODWIN INVESTMENT ADVISORY, LLC·WOODSTOCK, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ATLANTA (759)ALPHARETTA (101)MARIETTA (43)ROSWELL (29)DULUTH (28)COLUMBUS (22)ATHENS (22)THOMASVILLE (21)AUGUSTA (19)SAVANNAH (17)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Request removal of this profile