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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Rosener is a financial advisor at Apollon Wealth Management, LLC. Jason has been in the financial services industry since 1999. Jason holds Series 7, 63 and 66 licenses. Jason specializes in providing financial advice to individuals, families, and businesses. Jason is also a Certified Financial Planner. Jason's clients include individuals, high-net-worth individuals, corporations, and other 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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SC
09/22/2023 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
TX
10/21/1999 - 01/30/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 10/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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