Jason Daugherty is a registered investment advisor at World Equity Group, INC., based in Acworth, GA, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
Acworth, GA
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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.
World Equity Group, INC.Broker
Triumph Wealth Advisors, INC.
Previous Registrations
Taylor Capital Management INC.Broker
Raike Financial Group INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.