Jack Cayce
Jack Cayce is a registered investment advisor at Apollon Wealth Management, LLC, based in Atlanta, GA, with 25 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 6,762 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apollon Wealth charges an annual advisory fee based on the value of your portfolio or a flat dollar fee, up to 2.00% annually. Additional costs may apply for accounts invested with sub-advisors or in certain investment strategies, such as Direct Indexing (0.10% fee) or accounts managed by CJ Lawrence division (0.30% fee). Some strategies have a supplemental cost that replaces the standard fee, paid directly by the program sponsor. Fees are negotiable and can vary based on the size and complexity of the relationship. There may be an account minimum, which can cause the total annual effective fee rate to be higher than 2.00%.
Location
3344 Peachtree Road NE, Suite 2600, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2020Customer Dispute
April 2006Other Business ActivitiesSells Insurance
Jack is an insurance agent selling life, disability, and fixed annuity products, dedicating about 10-20% of his time to this. He also works full-time as a wealth advisor for Apollon Wealth Management DBA Catalyst Apollon, providing investment advice and retirement planning.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Catalyst Wealth Management
Kalos Management
Kalos Capital, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
New England Securities Corporation
New England SecuritiesBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Salomon Smith Barney INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations12 states
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.