Jeremiah Bates
Advisor at Apollon Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Apollon Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Boise, ID 83702
Credentials
Series 63, Series 65
Industry experience
9 years
Jeremiah Bates is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing nine years of industry experience. His career includes roles at J.P. Morgan Securities and Tree City Advisors, where he continues to be registered for transition purposes. Outside of advisory work, he co-hosts a Saturday radio program called The Real Money Pros. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations, offering comprehensive advisory services and employing a combination of fundamental and tactical investment approaches. The firm operates a platform model supporting multiple RIAs and sponsors private funds and alternative investment strategies.
Based on Apollon Wealth Management, LLC
Based on Apollon Wealth Management, LLC
Financial planning fees typically start at $5,000 and can exceed $50,000, charged as one-time fixed fee or annual fixed fee.
Certain IARs may receive commissions for insurance product sales; also registered representatives receive commissions and 12b-1 fees separately from advisory fees.
Account minimum: $250,000 (may be waived or reduced at Advisor’s sole discretion)
1673 W Shoreline Dr., Suite 140
Boise, ID 83702
Idaho
Apollon Wealth Management, LLC
2022 - Present (4 years)
Tree City Advisors, LLC
2017 - Present (9 years)
Tree City Advisors
2017 - 2017 (1 year)
J.P. Morgan Securities
2016 - 2017 (1 year)
J.P. Morgan Chase Bank
2016 - 2017 (1 year)
Allinol Technologies Corp
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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