Jason Rosener

Managing Director @Apollon Wealth Management, LLC

Denver, CO, US
MOBILE NUMBERS
+13•••••••03

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WORK HISTORY

Sep 2023 — Present

Managing Director @Apollon Wealth Management, LLC

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Denver, CO, US

Living the life you’ve earnedFinancial planning and wealth management is all we do. As a fee-based advisory service, our sole focus is assisting our clients, affluent individuals, families, and business owners, to achieve their financial goals. We understand these goals represent more than financial and investment returns, it is about living the life you’ve earned and sharing your wealth. The fiduciary standard, where your interest is paramount, is also the Apollon standard.

SKILLS

Wealth ManagementRetirement PlanningStrategic Financial PlanningInvestmentsEstate PlanningInvestment StrategiesManage Client RelationshipsSaving for EducationWealthAsset AllocationPortfolio ManagementBondsFinancial GoalsFinancial AdvisoryRetirementWealth Management ServicesFinancial ServicesFinancial PlannersLife InsuranceMarketing StrategySales ProcessInvestment ManagementInvestment AdvisoryMutual FundsInsuranceRelationship ManagementHigh Net Worth IndividualsFinanceAsset Management401kFinancial PlanningWealth Preservation StrategiesEtfsClient DevelopmentRisk ManagementPublic SpeakingBusiness DevelopmentLeadershipSocial Media

ABOUT JASON ROSENER

At Apollon Wealth Management we share a cohesive and collaborative vision to keep your…

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