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RIA / WealthAdvisor43 years in industry

JACKIE KAY OVERSTREET

Advisor at DAUBLE+WORTHINGTON EQUITY PORTFOLIOS

EVANSVILLE, IN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 10, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DAUBLE+WORTHINGTON EQUITY PORTFOLIOS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 23, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 23, 1983
First registration: Mar 10, 2005
Dual registered: no
Other names: JACKIE KAY GREULICH|JACKIE KAY SCALES
IAPD individual key: 1095576

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DAUBLE+WORTHINGTON EQUITY PORTFOLIOS	State registered	Dec 14, 2015	n/a	yes	EVANSVILLE, IN	Current employment
INVEST FINANCIAL CORPORATION	Former SEC adviser	Aug 8, 2007	Dec 2, 2009	no	EVANSVILLE, IN\|EVANSVILLE, IN\|EVANSVILLE, IN\|EVANSVILLE, IN	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Apr 5, 2006	Aug 7, 2007	no	EVANSVILLE, IN	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Mar 10, 2005	Apr 13, 2005	no	EVANSVILLE, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INVEST FINANCIAL CORPORATION	DAUBLE+WORTHINGTON EQUITY PORTFOLIOS	Dec 2, 2009	Dec 14, 2015	2,203	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	INVEST FINANCIAL CORPORATION	Aug 7, 2007	Aug 8, 2007	1	Firm change	Other
FIFTH THIRD SECURITIES, INC.	RAYMOND JAMES FINANCIAL SERVICES, INC.	Apr 13, 2005	Apr 5, 2006	357	Firm change	Other

Relationships

Registered with (4)

→ DAUBLE+WORTHINGTON EQUITY PORTFOLIOSRegistered adviserregistration: current employment
Dec 14, 2015 to presentfactForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Aug 8, 2007 to Dec 2, 2009factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 5, 2006 to Aug 7, 2007factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Mar 10, 2005 to Apr 13, 2005factForm ADV

Dated events

No dated event names this entity yet.