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Janette J

Series 63, Series 65

Hickory, NC

Apollon Financial, LLC

Janette Jolly is a financial advisor at Apollon Financial, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked with firms including Good Life Advisors, LPL Financial, and Waddell & Reed. Outside of her advisory role, she is also registered as a solicitor in Hickory, NC. Apollon Financial is an SEC-registered firm managing approximately $1.45 billion and serving a variety of clients including individuals, families, and businesses. The firm combines centrally managed model strategies with advisor-led portfolios and offers a broad range of investment options and technologies, including ESG models, Direct Indexing, and tax-aware techniques.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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