Profiel
Jeffrey Peter Carlson was the founder who had held the title of Partner & Wealth Management Advisor at Apollon Wealth Management LLC from 2018 to 2020.
He received his undergraduate degree from the University of Kansas in 2000.
Mr. Carlson founded Apollon Wealth Management LLC in 2018.
Eerdere bekende functies van Jeff Carlson
Bedrijven | Functie | Einde |
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Apollon Wealth Management LLC
Apollon Wealth Management LLC Investment ManagersFinance Apollon Wealth Management LLC (Apollon Wealth) is a SEC-registered investment advisor headquartered in Mount Pleasant, South Carolina. The firm was founded in 2018 and is a wholly owned subsidiary of Apollon Holdings LLC, ultimately held by Prestige Worldwide LLC. Apollon Wealth offers investment advisory services to individuals, high net worth individuals, families, family offices, trusts, estates, businesses, charitable organizations, retirement plans and pooled investment vehicles. | Oprichter | 05-06-2020 |
Opleiding van Jeff Carlson
University of Kansas | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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Apollon Wealth Management LLC
Apollon Wealth Management LLC Investment ManagersFinance Apollon Wealth Management LLC (Apollon Wealth) is a SEC-registered investment advisor headquartered in Mount Pleasant, South Carolina. The firm was founded in 2018 and is a wholly owned subsidiary of Apollon Holdings LLC, ultimately held by Prestige Worldwide LLC. Apollon Wealth offers investment advisory services to individuals, high net worth individuals, families, family offices, trusts, estates, businesses, charitable organizations, retirement plans and pooled investment vehicles. | Finance |