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Jared Toren

Apollon Wealth Management, LLC

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About Jared Toren

Jared Toren is a financial advisor registered with Apollon Wealth Management, LLC, with offices in Austin, TX and Mount Pleasant, SC. Jared has over 10 years of experience in the financial services industry, previously working with firms such as UBS Financial Services Inc., Credit Suisse Securities (USA) LLC, and Morgan Stanley Smith Barney.

Firm Information

Jared Toren is currently registered with Apollon Wealth Management, LLC. Apollon Wealth Management, LLC is an investment advisor based in MOUNT PLEASANT, SC. The firm manages over $5.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, pooled investment vehicles, and charitable organizations. They offer a range of services, including financial planning, portfolio management, and selection of other advisors. The firm has over 100 investment advisor representatives and 40 licensed agents.
Apollon Wealth Management, LLC

111 COLEMAN BLVD

MOUNT PLEASANT, SC 29464

$5.52B

Assets Under Management

164

Total Clients

91

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jared Toren’s Registration & Firm History

TX

11/30/2020 - Present

Apollon Wealth Management, LLC (Austin TX)

TX

10/21/2011 - 04/13/2015

UBS FINANCIAL SERVICES INC. (AUSTIN TX)

NY

11/05/2010 - 11/11/2011

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

02/22/2010 - 11/18/2010

MORGAN STANLEY SMITH BARNEY (NEW YORK NY)

FL

03/26/2007 - 10/30/2008

PURITAN SECURITIES, INC. (WEST PALM BEACH FL)

AZ

04/26/2006 - 03/27/2007

ECHOTRADE LLC (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 03/05/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/02/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/13/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2010

Series 3 - National Commodity Futures Examination

BC

Issued 04/25/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Toren.
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