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Josh Joseph Renda

Apollon Wealth Management, LLC

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About Josh Joseph Renda

Josh Renda is an investment advisor representative with Apollon Wealth Management, LLC. Josh is licensed to provide investment advice in Florida. Josh has been in the industry since 1998. Josh has passed the SIE, Series 7, Series 52, Series 63, and Series 65 exams. Josh specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. Prior to joining Apollon Wealth Management, LLC, Josh was with Raymond James & Associates, INC.

Firm Information

Josh Renda 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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Josh Renda’s Registration & Firm History

SC

03/19/2021 - Present

Apollon Wealth Management, LLC (MOUNT PLEASANT SC)

FL

10/25/2006 - 11/03/2020

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

07/14/1999 - 05/24/2005

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

MI

10/23/1998 - 07/15/1999

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 02/09/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/22/1998

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Josh Joseph Renda.
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