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JY

Jason G. Young

APOLLON WEALTH MANAGEMENT
Atlanta, GA 30326
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CRD#: 5036930
JY

Professional summary


Jason G Young is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Atlanta, Georgia and J. ALDEN ASSOCIATES, INC. located in Wayne, Pennsylvania.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jason has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 31 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
1) Agility Power Systems, LLC, Brookhaven, GA 30319, holding company for private investment which owns less than 5% pf a privately held company called Helix Semiconductors, Owner/Sole Proprietor/no employees, 5/2017, 4 hours per monthly, 2 hours during trading hours, duties are monitoring the status of the private investment in Helix Semiconductors and following communications from the Helix management. 2) Apollon Wealth Management , investment related, Atlanta, GA 30326, RIA, Financial Advisor, 12/2020, 120 hours per month, 120 hours during trading hours, RIA financial advisor for private and institutional clients. 3) Jason Young & Associates, dba for Apollon Wealth Management, investment related, Atlanta, GA, RIA, Financial Advisor, 12/2020, 120 hours per month, 120 hours during trading hours, RIA financial advisor for private and institutional clients.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jason G Young'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

December 23, 2020 - Present

APOLLON WEALTH MANAGEMENT, LLC

Office #1: 3379 Peachtree Road Ne, Suite 700, Atlanta, GA 30326
RIA
CRD#: 291902
Atlanta, GA
Current

January 24, 2020 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 37 West Ave Suite 301, Wayne, PA 19087
BD
CRD#: 40002
Wayne, PA
Current

November 4, 2025 - Present

CABOT LODGE SECURITIES LLC

Office #1: 425 N Martingale Rd Suite 1220, Schaumburg, IL 60173
BD
CRD#: 159712
Schaumburg, IL
Past

December 18, 2019 - January 14, 2021

SINGULARITY FINANCIAL SERVICES LLC

RIA
CRD#: 306151
ATLANTA, GA
Past

September 6, 2016 - December 31, 2019

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Atlanta, GA
Past

September 6, 2016 - December 31, 2019

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Atlanta, GA
Past

August 13, 2012 - September 6, 2016

DEUTSCHE BANK SECURITIES INC.

RIA
CRD#: 2525
ATLANTA, GA
Past

August 9, 2012 - September 6, 2016

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
ATLANTA, GA
Past

January 20, 2006 - August 20, 2012

ALLIANCEBERNSTEIN L.P.

RIA
CRD#: 108477
WASHINGTON, DC
Past

January 20, 2006 - August 20, 2012

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
WASHINGTON, DC

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.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/24/2020)
IAR
Georgia
(12/23/2020)
RR
Georgia
(11/4/2025)
RR
Texas
(1/24/2020)
RR
Washington
(1/24/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/28/2005
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 12/30/2005
Futures Managed Funds Examination
SRO Registrations
RR
FINRA

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)


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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 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#: 291902Atlanta, GA 30326

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