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RIA / WealthAdvisor19 years in industry

JARED TOREN

Advisor at APOLLON WEALTH MANAGEMENT, LLC

MOUNT PLEASANT, SC | Austin, TX

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Search this name across graphsid dfx:ria:020f119a-3feb-203f-d969-610cfebd7c3e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 8, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: APOLLON WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 2, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Apr 2, 2007
First registration: Mar 8, 2010
Dual registered: no
IAPD individual key: 5136913

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
APOLLON WEALTH MANAGEMENT, LLC	Independent wealth	Nov 30, 2020	n/a	yes	Austin, TX\|MOUNT PLEASANT, SC	Current employment
PROPER WEALTH MANAGEMENT, LLC	n/a	Jan 7, 2021	Jan 19, 2021	no	AUSTIN, TX	Previous registration
PROPER WEALTH MANAGEMENT, LLC	n/a	Apr 2, 2015	Dec 31, 2020	no	AUSTIN, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 21, 2011	Apr 13, 2015	no	AUSTIN, TX	Previous registration
CREDIT SUISSE SECURITIES (USA) LLC	Former SEC adviser	Nov 5, 2010	Nov 11, 2011	no	NEW YORK, NY	Previous registration
MORGAN STANLEY	Wirehouse	Mar 8, 2010	Nov 18, 2010	no	New York, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PROPER WEALTH MANAGEMENT, LLC	n/a	Jan 19, 2021	n/a	n/a	Departure no registered destination	Departure
PROPER WEALTH MANAGEMENT, LLC	APOLLON WEALTH MANAGEMENT, LLC	Dec 31, 2020	Nov 30, 2020	-31	Firm change after gap	Other
UBS FINANCIAL SERVICES INC.	PROPER WEALTH MANAGEMENT, LLC	Apr 13, 2015	Apr 2, 2015	-11	Firm change	Other
CREDIT SUISSE SECURITIES (USA) LLC	UBS FINANCIAL SERVICES INC.	Nov 11, 2011	Oct 21, 2011	-21	Firm change	Other
MORGAN STANLEY	CREDIT SUISSE SECURITIES (USA) LLC	Nov 18, 2010	Nov 5, 2010	-13	Firm change	Other

Relationships

Registered with (5)

→ APOLLON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 30, 2020 to presentfactForm ADV
→ PROPER WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 7, 2021 to Jan 19, 2021factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 21, 2011 to Apr 13, 2015factForm ADV
→ CREDIT SUISSE SECURITIES (USA) LLCRegistered adviserregistration: previous registration
Nov 5, 2010 to Nov 11, 2011factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 8, 2010 to Nov 18, 2010factForm ADV

Dated events

No dated event names this entity yet.