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JG

Jill A. Guess

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CRD#: 1391349
JG
Jill Ann Guess

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jill Ann Guess, who also goes by Jill Baskin, Jillann J Baskin, Jillann Jackley Baskin, Jillian Jackley Baskin, was a registered financial professional .

Jill is a previously registered financial professional and started their career in finance in 1986. Jill had worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 21, 2021 - July 24, 2026

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

BD
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.

BD
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

BD
CRD#: 11025
ST. LOUIS, MO
Past

December 12, 1996 - June 15, 2002

CAPTRUST FINANCIAL ADVISORS, LLC

BD
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.

BD
CRD#: 7059
NEW YORK, NY
Past

May 14, 1988 - February 25, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 26, 1986 - May 14, 1988

E. F. HUTTON & COMPANY INC

BD
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".
AW
APOLLON WEALTH MANAGEMENT, LLC
ADI DASSLER INTERNATIONAL FAMILY OFFICE | WESTSIDE WEALTH MANAGEMENT OF APOLLON | WEALTH EMPOWERMENT FINANCIAL GROUP | TREE CITY ADVISORS OF APOLLON | TELOS WEALTH ADVISORS | SUNSHINE WEALTH ADVISORS, LLC | PROPER WEALTH MANAGEMENT | PRISM ADVISORY GROUP | PODESTA CAPITAL APOLLON | PIERSHALE FINANCIAL GROUP OF APOLLON | PELLEY GROUP OF APOLLON | LIVETRAC | JE WILSON OF APOLLON | JASON YOUNG AND ASSOCIATES | CJL | CJ LAWRENCE, A DIVISION OF APOLLON WEALTH MANAGEMENT | CIC WEALTH | CATALYST APOLLON | CASCADE APOLLON | BLUECHIP WEALTH MANAGEMENT | APOLLON WEALTH MANAGEMENT, LLC | APOLLON NEW ENGLAND | APOLLON BRIDGEMARK

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
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
RR
SIE
Date: 12/31/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/1986
General Securities Representative Examination

Current Firm

AW
APOLLON WEALTH MANAGEMENT, LLC
ADI DASSLER INTERNATIONAL FAMILY OFFICE | WESTSIDE WEALTH MANAGEMENT OF APOLLON | WEALTH EMPOWERMENT FINANCIAL GROUP | TREE CITY ADVISORS OF APOLLON | TELOS WEALTH ADVISORS | SUNSHINE WEALTH ADVISORS, LLC | PROPER WEALTH MANAGEMENT | PRISM ADVISORY GROUP | PODESTA CAPITAL APOLLON | PIERSHALE FINANCIAL GROUP OF APOLLON | PELLEY GROUP OF APOLLON | LIVETRAC | JE WILSON OF APOLLON | JASON YOUNG AND ASSOCIATES | CJL | CJ LAWRENCE, A DIVISION OF APOLLON WEALTH MANAGEMENT | CIC WEALTH | CATALYST APOLLON | CASCADE APOLLON | BLUECHIP WEALTH MANAGEMENT | APOLLON WEALTH MANAGEMENT, LLC | APOLLON NEW ENGLAND | APOLLON BRIDGEMARK

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 (1/20/2026)

Regulatory assets under management

Total Number of Accounts20,798
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.

Company Information

APOLLON WEALTH MANAGEMENT, LLC

CRD#: 291902

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