Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Ann Guess is a financial advisor with over 25 years of experience in the industry. Jill currently works with Apollon Wealth Management, LLC and has held previous roles at companies such as McDonald Partners LLC, American Securities Group, Inc., Wachovia Securities Financial Network, LLC, Captrust Financial Advisors, LLC, Smith Barney Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Jill is licensed in Tennessee as an Investment Advisor Representative. Jill specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and pooled investment vehicles. Jill has a strong track record of success and is committed to helping her clients achieve their financial goals.
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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2
SC
01/02/2025 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
OH
12/17/2009 - 12/31/2017
MCDONALD PARTNERS LLC (CLEVELAND OH)
NC
10/06/2005 - 12/24/2009
AMERICAN SECURITIES GROUP, INC. (CHARLOTTE NC)
MO
06/15/2002 - 09/19/2005
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NC
12/12/1996 - 06/15/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
NY
06/27/1995 - 12/20/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
05/14/1988 - 02/25/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/26/1986 - 05/14/1988
E. F. HUTTON & COMPANY INC
BC
Issued 03/27/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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