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Jon K. Daubert, J.D., LL.M.

Senior Vice President, Trust Officer

Master of Laws (Taxation), Southern Methodist University School of Law
J.D., St. Mary’s University School of Law
B.A. (Criminal Justice), The University of Texas at San Antonio

Jon joined Argent in 2019 and is responsible for managing personal and institutional relationships. He has more than 17 years of estate planning and trust banking experience with Frost Bank in San Antonio.

Jon spent his early career in law, practicing as an estate, tax and probate attorney. A San Antonio native, Daubert is a former board member of the San Antonio Estate Planners Council and the Alamo Kiwanis Club.

755 East Mulberry Suite 400, San Antonio, TX 78212

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family.

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Wealth Management

Wealth Management

Our expert advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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Latest News & Resources

Insights

The Morning View: January 15, 2021

The Morning View: January 15, 2021

In this morning’s data, Retail Sales for December fell -0.7%, worse than expected.  Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength.  The Control Group, which...

Recognizing the Value of Financial Planning for Trust Beneficiaries

Recognizing the Value of Financial Planning for Trust Beneficiaries

BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer  |  (601) 707-0008 When it comes to working with clients, professional services providers (CPAs, estate planning attorneys, for example) know that one thing is nearly certain: their clients’ financial...

Argent Employee Spotlight – Jason Simpson

Argent Employee Spotlight – Jason Simpson

Meet Jason Simpson, who is with AmeriTrust in Tulsa and has been with us for 1 year.   Q. What led you to Argent and what makes it unique? A. While working for a competitor, I was approached by one of my colleagues to assist with the firm’s investment management....

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