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Jeremiah Franklin Bates

Apollon Wealth Management, LLC

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About Jeremiah Franklin Bates

Jeremiah Franklin Bates is an investment advisor representative at Apollon Wealth Management, LLC with offices in Boise, ID and Mount Pleasant, SC. Jeremiah Bates has been in the financial services industry since 2016 and has experience in providing investment advice to individuals, businesses, and pooled investment vehicles. Jeremiah holds a Series 63, Series 6, and Series 65 licenses and a SIE designation. Jeremiah Bates is also a co-host of the radio show "The Real Money Pros", a weekly show that provides financial advice and insights to listeners. Jeremiah Bates is committed to helping clients achieve their financial goals.

Firm Information

Jeremiah Bates 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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Jeremiah Bates’s Registration & Firm History

ID

11/29/2022 - Present

Apollon Wealth Management, LLC (BOISE ID)

CA

05/31/2016 - 04/26/2017

J.P. MORGAN SECURITIES LLC (FALLBROOK CA)

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Licenses & Designations

IA

Issued 06/12/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/26/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremiah Franklin Bates.
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