AJ
CFP

Andrew Carroll Jaffee

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
115 advisors
Number of Clients
6,762 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.7B

Fee Structure

Apollon Wealth charges fees for advisory services, but the specific fee structure is not detailed in this document. They offer financial planning and investment management services. Some IARs may provide tax services outside of Apollon Wealth's oversight. The document mentions potential conflicts of interest and mitigation strategies.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Advisor Information

Office location

111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He is also the president of PlayToday! Foundation, a non-profit, dedicating minimal time to it, and manages EmpowerAbility Planning LLC as a holding company for his securities business.

Employment History
Current Registrations
Apollon Wealth Management, LLC
March 2018 - Present · 7 yrs 10 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
April 2013 - September 2016 · 3 yrs 5 mos
Northwestern Mutual Investment Services, LLC Broker
October 2008 - March 2018 · 9 yrs 5 mos
State Registrations5 states
FLGANCSCTX
Advisor
Exams
No exam information available for this advisor.