JT
Jared Toren
APOLLON WEALTH MANAGEMENT
Austin, TX
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CRD#: 5136913
JT
Professional summary
Jared Toren is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Austin, Texas.
Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jared has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 3 and Series 7 exams.
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.
- INDEPENDENT INSURANCE AGENT; NON-INVESTMENT RELATED; 600 CONGRESS AVE. SUITE 1400, AUSTIN, TX 78701; START DATE 01/2012, 5% OF HIS TIME DEVOTED TO THIS TO OTHER BUSINESS AND DURING TRADING HOURS; INSURANCE SALES - Endymion Advisory; Investment related, No; 130 Empire Court Austin, Tx 78737; Meeting with small business owners to help them develop a plan to target their market more effectively and network better; Manager; Start Date 8/9/2024; Hrs/Mth 4; Hrs/Mth during trading 2; Putting together a business plan that could focus on the use of email marketing, social outreach on platforms like LinkedIn and introductions to firms where they can leverage their impact such as partnering with consulting firms that cater to businesses.
CRS (Client Relationship Summary) - RIA
Click below to view Jared Toren's 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®
NoneExperience
Current
November 30, 2020 - Present
APOLLON WEALTH MANAGEMENT, LLC
RIA
CRD#: 291902
Austin, TX
Past
January 7, 2021 - January 19, 2021
PROPER WEALTH MANAGEMENT, LLC
RIA
CRD#: 174700
AUSTIN, TX
Past
April 2, 2015 - December 31, 2020
PROPER WEALTH MANAGEMENT, LLC
RIA
CRD#: 174700
AUSTIN, TX
Past
October 21, 2011 - April 13, 2015
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
AUSTIN, TX
Past
October 21, 2011 - April 13, 2015
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
AUSTIN, TX
Past
November 5, 2010 - November 11, 2011
CREDIT SUISSE SECURITIES (USA) LLC
RIA
CRD#: 816
NEW YORK, NY
Past
November 5, 2010 - November 11, 2011
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
NEW YORK, NY
Past
March 8, 2010 - November 18, 2010
MORGAN STANLEY
RIA
CRD#: 149777
NEW YORK, NY
Past
February 22, 2010 - November 18, 2010
MORGAN STANLEY
BD
CRD#: 149777
NEW YORK, NY
Past
March 26, 2007 - October 30, 2008
FIRST UNION SECURITIES, INC.
BD
CRD#: 129502
WEST PALM BEACH, FL
Past
April 26, 2006 - March 27, 2007
ECHOTRADE LLC
BD
CRD#: 42239
PHOENIX, AZ
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.Highlighted states indicate IAR registrations
IAR
Texas(11/30/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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
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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)
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.
