Jill A. Guess

APOLLON WEALTH MANAGEMENT

Henrico, VA

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CRD#: 1391349

Professional summary

Jill Ann Guess, who also goes by Jill Baskin, Jillann J Baskin, Jillann Jackley Baskin, Jillian Jackley Baskin, is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Henrico, Virginia.

Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Jill has worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jill Baskin | Jillann J Baskin | Jillann Jackley Baskin | Jillian Jackley Baskin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Ann Guess's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 21, 2021 - Present

APOLLON WEALTH MANAGEMENT, LLC

RIA

CRD#: 291902

Henrico, VA

Past

October 18, 2018 - September 21, 2021

PRISM ADVISORY GROUP, LLC

RIA

CRD#: 152555

Chattanooga, TN

Past

December 22, 2009 - December 31, 2017

MCDONALD PARTNERS LLC

RIA

CRD#: 135414

CHATTANOOGA, TN

Past

December 17, 2009 - December 31, 2017

MCDONALD PARTNERS LLC

CRD#: 135414

CLEVELAND, OH

Past

October 6, 2005 - December 24, 2009

AMERICAN SECURITIES GROUP, INC.

RIA

CRD#: 43730

CHATTANOOGA, TN

Past

October 6, 2005 - December 24, 2009

AMERICAN SECURITIES GROUP, INC.

CRD#: 43730

CHARLOTTE, NC

Past

June 15, 2002 - September 19, 2005

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

CHATTANOOGA, TN

Past

June 15, 2002 - September 19, 2005

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

December 12, 1996 - June 15, 2002

CAPTRUST FINANCIAL ADVISORS, LLC

CRD#: 41727

CHARLOTTE, NC

Past

January 27, 1996 - June 20, 2002

CAPTRUST FINANCIAL ADVISORS, LLC

RIA

CRD#: 41727

WEST PALM BEACH, FL

Past

June 27, 1995 - December 20, 1996

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 14, 1988 - February 25, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

September 26, 1986 - May 14, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

APOLLON WEALTH MANAGEMENT, LLC

CRD#: 291902 / SEC#: 801-112350

RIA

Registered Investment Advisory firm - (1/22/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(9/21/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/27/2000

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/1/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/1986

General Securities Representative Examination

Current Firm

APOLLON WEALTH MANAGEMENT, LLC

CRD#: 291902 / SEC#: 801-112350

RIA

Registered Investment Advisory firm - (1/22/2018 Approved)

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Contact information

Main Address

111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464

Mailing Address

Phone number

(843) 579-0018

Established

Firm type

Fiscal year end

# of Employees

179

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APOLLON WEALTH MANAGEMENT, LLC - PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	20,798
AUM (Assets Under Management)	$ 7,720,756,861

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jill A. Guess

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Ann Guess's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRISM ADVISORY GROUP, LLC

MCDONALD PARTNERS LLC

MCDONALD PARTNERS LLC

AMERICAN SECURITIES GROUP, INC.

AMERICAN SECURITIES GROUP, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CAPTRUST FINANCIAL ADVISORS, LLC

CAPTRUST FINANCIAL ADVISORS, LLC

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

APOLLON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/27/2000

Series 65

Date: 10/1/1997

SIE

Date: 12/31/2017

Series 7

Date: 9/20/1986

Current Firm

APOLLON WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APOLLON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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