Jason M Apolenis

Current Employers

Employment History

• 07/1998 → Present
  New York Life Insurance Company
  Falls Church, VA
• 07/1998 → Present
  Nylife Securities Llc.
  Falls Church, VA
• 03/2007 → Present
  Avenue Wealth
  Vienna, VA
• 11/2010 → 11/2023
  Mahoney Financial Organization, Llc
  Fort Lauderdale, FL
• 05/2015 → 03/2020
  Mahoney & Associates
  Ft. Lauderdale, FL
• 02/2004 → Present
  Eagle Strategies Llc
  Vienna, VA

Other Businesses

[I AM APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS VIA DBA AVENUE WEALTH; INSURANCE BROKER; INVESTMENT RELATED; START DATE 03/2007] [APPLE INVESTMENT PROPERTIES LLC; OWNER; INVESTMENT RELATED; TO PROVIDE CREDITOR PROTECTION AGAINST TENANTS OF PERSONALLY OWNED RENTAL PROPERTIES; START DATE 05/04] [NYLARC Holding Company; agent owned reinsurance business. ; 51 Madison Ave New York NY 10010; Start Date 06/2007; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; passive investor] [Strategic Financial Associates LLC; DBA for James E Adkins, Agent/RR in GW General Office. Jason Apolenis & Bradley Burton purchased LLC as part of formal succession agreement; 6701 Rockledge Drive #700, Bethesda MD 20814; Start Date 01/2022; Role/Title: Partner; Investment Related; 20 hours per month; 20 hours per month during securities trading hours; commission receipt management] [Avenue Wealth Partners LLC; entity formed to purchase Strategic Financial Associates LLC; 9125 Kittery Lane Bethesda MD 20817; Start Date 01/2022; Role/Title: Owner; Investment Related; 40 hours per month; 40 hours per month during securities trading hours; pay employee salaries and expenses of the company]

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-30
• S63 Uniform Securities Agent State Law Examination
  1998-07-30

Other Names

• Jason Apolenis