Jackie K. Overstreet
Professional summary
Jackie Kay Overstreet, who also goes by Jackie Kay Greulich, Jackie Kay Scales, is a registered financial advisor currently at DAUBLE+WORTHINGTON EQUITY PORTFOLIOS located in Evansville, Indiana.
Jackie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Jackie has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jackie Kay Overstreet's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 14, 2015 - Present
DAUBLE+WORTHINGTON EQUITY PORTFOLIOS
August 8, 2007 - December 2, 2009
INVEST FINANCIAL CORPORATION
August 8, 2007 - December 2, 2009
INVEST FINANCIAL CORPORATION
April 5, 2006 - August 7, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.
March 27, 2006 - August 7, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.
March 10, 2005 - April 13, 2005
FIFTH THIRD SECURITIES, INC.
February 25, 2000 - April 13, 2005
FIFTH THIRD SECURITIES, INC.
January 4, 1993 - February 25, 2000
WEDGEWOOD PARTNERS, INC.
September 18, 1986 - January 23, 1993
H & R BLOCK FINANCIAL CORPORATION
March 22, 1983 - August 1, 1986
ECONOMY SECURITIES, INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/14/2015)
Exams
Current Firm
DAUBLE+WORTHINGTON EQUITY PORTFOLIOS
CRD#: 148530 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 85 |
| AUM (Assets Under Management) | $ 8,341,641 |
Red Flags
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