linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jefferey Francis keith Wood

Apollon Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jefferey? Claim Your Profile

About Jefferey Francis keith Wood

Jefferey Francis Keith Wood is an investment advisor representative with Apollon Wealth Management, LLC, and has been in the industry since July 20, 2008. Jefferey Wood is also registered with the state of North Carolina. Before joining Apollon Wealth Management, Jefferey Wood was registered with Raymond James & Associates, Inc. and Deutsche Bank Securities Inc.. Jefferey Wood has a Series 66, Series 7, and a SIE license.

Firm Information

Jefferey Wood 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jefferey Wood’s Registration & Firm History

NC

10/06/2023 - Present

Apollon Wealth Management, LLC (WINSTON NC)

NC

09/06/2016 - 10/03/2023

RAYMOND JAMES & ASSOCIATES, INC. (Winston-Salem NC)

NC

07/18/2008 - 09/06/2016

DEUTSCHE BANK SECURITIES INC. (WINSTON-SALEM NC)

Not sure if Jefferey Francis keith Wood is right for you?

Licenses & Designations

BOTH

Issued 08/26/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jefferey Francis keith Wood.
Not sure if Jefferey Francis keith Wood is right for you?