Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edmunds Wilson is a financial advisor registered in South Carolina and has been in the industry since May 1982. James is a Certified Financial Planner and specializes in providing financial advice to individuals, high net worth individuals, pension and profit sharing plans, corporations or other businesses, charitable organizations, insurance companies, pooled investment vehicles, and investment companies. James is currently employed by Apollon Wealth Management, LLC and is also registered with JE Wilson Advisors, LLC for transition purposes. James is currently licensed as an investment advisor representative in South Carolina. James has branch offices in Mount Pleasant, SC and Columbia, SC.
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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SC
11/17/2022 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
Active
Inactive
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