Michael Jason Dolberg
Investment adviser representative at Apollon Wealth Management, LLC
22 yearsExperience
5 statesRegistered in
ChFC®Designation
$11.6BFirm assets
Are you Michael Jason Dolberg? Claim your profile
Contact this firm
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
22 years in the industry.
- Purshe Kaplan Sterling InvestmentsMay 2020 to now
- Apollon Wealth Management, LLCFeb 2018 to now
- Apollon Insurance GroupFeb 2018 to now
- Purshe Kaplan Sterling InvestmentsApr 2018 to Mar 2020
- Northwestern Mutual Wealth Management CompanySep 2011 to Feb 2018
- Northwestern Mutual Investment Services, LLCOct 2004 to Feb 2018
- Northwestern Mutual Life Insurance CompanySep 2004 to Feb 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 5 states (FL, GA, NC, SC, TX).
Apollon Wealth Management, LLC
$11.6BAssets managed
8,389Clients
144Advisers
8 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
- 4699964
- Firm CRD
- 291902