Janette Jolly is a registered investment advisor at Apollon Financial, LLC, based in Hickory, NC, with 12 years of industry experience. Janette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,258 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fees are negotiable and range up to 3.0% annually based on factors such as relationship size, complexity, and services rendered. Additional fees may apply for specific strategies like Direct Indexing (0.10%), sub-advisors, or LPL programs.
Fee Estimator
Location
Hickory, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Janette works as a solicitor in Hickory, NC since 2020. The filing does not provide details about the nature or time commitment of this activity.
Employment History
Current Registrations
Apollon Financial, LLC
Previous Registrations
Good Life Advisors, LLC
Good Life Advisors, LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
Waddell & Reed
Waddell & ReedBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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