Jeremiah Bates (CRD# 6639537) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Boise, ID and has over 7 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apollon Wealth Management, LLC | Boise, ID | Nov 2022 - Current | 1 |
| Tree City Advisors, LLC | Boise, ID | Jun 2017 - Current | 6 |
| Allinol Technologies Corp | Sun City, CA | Jan 2016 - Dec 2018 | 2 |
| Tree City Advisors | Boise, ID | May 2017 - Jun 2017 | < 1 |
| J.p. Morgan Securities LLC | Fallbrook, CA | Apr 2016 - Apr 2017 | 1 |
| J.p. Morgan Chase Bank | Fallbrook, CA | Feb 2016 - Apr 2017 | 1 |
| J.p. Morgan Chase Bank | Boise, ID | Sep 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
| S63 | Uniform Securities State Law Examination | Jun 2016 |
- ID
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Total Assets Under Management5,520MILLIONS
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Total Number of Accounts15,301ACCOUNTS
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Average Account Value$360,738
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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