Unclaimed
Jack Cayce is a financial professional with over 20 years of experience in the industry. Jack is currently registered with Apollon Wealth Management, LLC as a Registered Investment Advisor (IA) and has a Series 65 license. Jack also holds a Series 7 license, which allows him to offer a range of investment products and services. Prior to joining Apollon Wealth Management, LLC, Jack held positions at several other firms, including KALOS CAPITAL, INC. and LPL FINANCIAL LLC. Jack provides financial planning and investment advice to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
05/12/2023 - Present
Apollon Wealth Management, LLC (Atlanta GA)
GA
05/16/2016 - 10/03/2022
KALOS CAPITAL, INC. (Atlanta GA)
GA
02/26/2013 - 05/27/2016
LPL FINANCIAL LLC (CHAMBLEE GA)
GA
11/15/2011 - 03/04/2013
NEW ENGLAND SECURITIES (ATLANTA GA)
GA
03/17/2003 - 11/17/2011
MML INVESTORS SERVICES, LLC (ATLANTA GA)
NY
01/02/2002 - 03/25/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
GA
06/15/2000 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 08/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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