Jeremiah Franklin Bates
Investment adviser representative at Apollon Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$11.6BFirm assets
8 yearsFirm in business
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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
10 years in the industry.
- Apollon Wealth Management, LLCNov 2022 to now
- Tree City Advisors, LLCMay 2017 to now
- J.P. Morgan Securities LLCApr 2016 to Apr 2017
- J.P. Morgan Chase BankFeb 2016 to Apr 2017
- Allinol Technologies CorpJan 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 6639537
- Firm CRD
- 291902