Jefferey Francis Keith Wood

Current Employers

Apollon Wealth Management, Llc

111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2023-10-06

NC RA
APPROVED

Since 2023-10-06

Branch Locations

Winston, NC • United States

111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Deutsche Bank Securities Inc.	Winston-Salem	NC	07/2008	09/2016
Raymond James & Associates, Inc.	Winston-Salem	NC	09/2016	10/2023
J. Alden Associates, Inc.	Wayne	PA	10/2023	Present
Apollon Wealth Management	Mt. Pleasant	SC	10/2023	Present
Cabot Lodge Securities Llc	Schaumburg	IL	11/2025	Present

07/2008 → 09/2016

Deutsche Bank Securities Inc.

Winston-Salem, NC
09/2016 → 10/2023

Raymond James & Associates, Inc.

Winston-Salem, NC
10/2023 → Present

J. Alden Associates, Inc.

Wayne, PA
10/2023 → Present

Apollon Wealth Management

Mt. Pleasant, SC
11/2025 → Present

Cabot Lodge Securities Llc

Schaumburg, IL

Previous Registrations

2016-09-06 → 2023-10-03

Raymond James & Associates, Inc.

Winston-Salem, NC
2008-08-27 → 2016-09-06

Deutsche Bank Securities Inc.

Winston-Salem, NC

Other Businesses

1) Adi Dassler International Family Office, investment related, Winston-Salem, NC 27106, DBA for both B/D and RIA business, Senior Relationship Manager, 10/2023, 160 hours per month, 35 hours/week during trading hours, DBA that we utilize in all of business activities. 2) Apollon Wealth Management, investment related, Charleston, SC and/or Mount Pleasant, SC, affiliated RIA, Senior Relationship Manager, 10/2023, 160 hours per month, 35 hours/week during trading hours, tasks and duties to help our clients, contact, performance, reporting, account reviews, and overall systems operations to facilitate account opening and money movement. 3) BJW 2024 Irrevocable Trust FBO Kylie Michaela Wood, VW 2024 Irrevocable Trust FBO Kylie Michaela Wood, investment related, Winston-Salem, NC 27104, Trustee, 11/2024, less than 1 hour per month, less then 1 hour during trading hours, Trustee. 4) BJW 2025 Irrevocable Trust FBO Luke James Wood, VW 2025 Irrevocable Trust FBO Luke James Wood, investment related, Winston-Salem, NC 27104, Trustee, 6/2025, less than 1 hour per month, less then 1 hour during trading hours, Trustee. 5) Bruce J. Wood 2012 Irrevocable Trust FBO Jefferey F.K. Wood, Irrevocable Trust, investment related, Co-Trustee, 12/2012, less than 1 hour per month, less then 1 hour during trading hours, Co-Trustee, Beneficiary.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-08-26

S66 Uniform Combined State Law Examination

2008-08-26

Other Names

Jefferey Francis Keith Wood
Jeffrey Wood
Jeffrey Fk Wood
Jeffrey Francis Keith Wood
Jeff Wood

View on SEC IAPD