Jason Apolenis, financial advisor Vienna VA
93 score

Jason Apolenis

CRD Number: 3094086
Current Firm: Eagle Strategies LLC

Jason Apolenis (CRD# 3094086) is an Investment Advisor Representative working at Eagle Strategies LLC in Vienna, VA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Mahoney & Associates Ft. Lauderdale, FL May 2015 - Current 1
Mahoney Financial Organization, LLC Fort Lauderdale, FL Nov 2010 - Current 6
Avenue Wealth Vienna, VA Mar 2007 - Current 9
New York Life Insurance Company Falls Church, VA Jul 1998 - Current 18
Nylife Securities Inc. Falls Church, VA Jul 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Jan 2004
Contact Info for Jason M. Apolenis
Phone Number: (888) 695-3245
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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