James Frederick Mcgowan
Investment adviser representative at Apollon Financial, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Apollon Financial, LLCSep 2024 to now
- UnemployedJun 2024 to Sep 2024
- The Marshall Financial Group, Inc.Sep 2014 to May 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (PA).
Apollon Financial, LLC
$1.4BAssets managed
1,258Clients
20Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4529208
- Firm CRD
- 321217