Andrew Carroll Jaffee
Investment adviser representative at Apollon Wealth Management, LLC
18 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$11.6BFirm 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
18 years in the industry.
- Apollon Insurance GroupFeb 2018 to now
- Apollon Wealth Management, LLCFeb 2018 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Feb 2018
- Northwestern Mutual Investment Services LLCSep 2008 to Feb 2018
- Northwestern Mutual Life Insurance CompanyMar 2008 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2013
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
- 5513096
- Firm CRD
- 291902