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JM
CFP
JM
CFP
James Frederick Mcgowan
Apollon Financial, LLC
10 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
High Net Worth
Apollon Financial, LLC
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)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Employment Separation After Allegations
May 2024
Employment Separation After Allegations
November 2007
View Full SEC Report
How to Read Disclosures
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 Registrations
1 state
PA
Advisor
Exams
No exam information available for this advisor.