Douglas John is the founder and Managing Partner of Requisite Capital Management. Doug has more than 20 years of experience in the financial services industry. His areas of expertise include investment management, tax planning and estate planning.
As a CERTIFIED FINANCIAL PLANNER™ professional, Doug has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Prior to founding Requisite Capital Management, Doug was a Managing Director at UBS Financial Services where he worked for 15 years. Prior to UBS, Doug worked at Merrill Lynch and Deutsche Bank Alex. Brown. He earned a bachelor’s degree in finance from Mount Saint Mary’s College in Emmitsburg, MD and an MBA from Southern Methodist University in Dallas, TX. Doug holds Series 3, 63 and 65 securities licenses, as well as a Texas General Lines insurance license.
Doug resides in Dallas with his wife Natalie and three daughters Lauren, Cameron and Allison.
Industry recognition1 On Wall Street magazine’s Top 40 Under 40 (2008, 2009) Barron’s Top 1,000 Advisors (2008-2013) Barron’s Top 1,200 Advisors (2014-2017) The Financial Times Top 400 Advisors inaugural list (2013)
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Barron's “Top 1,000 Advisors,” February 18, 2013, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,000 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. Barron’s is a registered trademark of Dow Jones & Company,L.P. All rights reserved.
Barron's “Top 1,200 Advisors,” March 6, 2017, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record and philanthropic work. Investment performance is not a criterion. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
On Wall Street's “Top 40 Under 40,” [insert date] asks brokerage firms to nominate their top young brokers. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. FAs are ranked by their annual trailing-12 month production (as of Sept 30, 2009).
The Financial Times Top 400 Financial Advisors is an independent listing produced annually by the Financial Times (March, 2017). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management, asset growth, compliance record, experience and online accessibility. The award does not evaluate the quality of services provided to clients.
These ratings may not be representative of any one client's experience and is not indicative of future performance. Neither Requisite Capital Management LLC nor employees pays a fee in exchange for these ratings. Accolades and recognition awards are independently determined and awarded by their respective publication.