JM
CFP
JM
CFP

James Frederick Mcgowan

10 Years of Experience
2 Disclosures
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
833 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$890.4M

Fee Structure

Financial Planning:Investment management only
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Location

840 First Avenue, Suite 400, King of Prussia, PA, 19406

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History

Regulatory History (2)
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Employment Separation After Allegations
May 2024
Employment Separation After Allegations
November 2007
Employment History
Current Registrations
Apollon Financial, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
The Marshall Financial Group, INC
September 2014 - May 2024 · 9 yrs 8 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.