AJ
CFP
AJ
CFP

Andrew Carroll Jaffee

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
115 advisors
Number of Clients
6,762 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$250K
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Location

111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He is also the president of PlayToday! Foundation, a non-profit, dedicating minimal time to it, and manages EmpowerAbility Planning LLC as a holding company for his securities business.

Employment History
Current Registrations
Apollon Wealth Management, LLC
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
April 2013 - September 2016 · 3 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
October 2008 - March 2018 · 9 yrs 5 mos
State Registrations5 states
FLGANCSCTX
Advisor
Exams
No exam information available for this advisor.