Anthony Jacob Garcia

Employer firm

Apollon Wealth Management, LLC CRD 291902

$11.6B regulatory AUM 197 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 12/2020
  Blue Chip Wealth Management, Inc.
  Miami Beach, FL
• 06/2016 → 12/2020
  Fortune Financial Services, Inc
  Monaca, PA
• 01/2021 → Present
  Apollon Wealth Management, Llc
  Miami Beach, FL

Previous Registrations

• 2016-01-25 → 2021-03-30
  Blue Chip Wealth Management, Inc.
  Miami Beach, FL
• 2015-09-23 → 2016-05-25
  Daniel Wealth Advisors
  Miami Beach, FL
• 2012-03-01 → 2015-11-19
  Platinum Wealth Partners
  Tampa, FL
• 2009-06-01 → 2012-02-08
  Morgan Stanley
  Miami Beach, FL
• 2006-09-25 → 2009-06-01
  Citigroup Global Markets Inc.
  Miami Beach, FL
• 1999-03-31 → 2006-09-05
  Morgan Stanley Dw Inc.
  Miami, FL
  Miami, FL

Other Businesses

1) GARCIA ASSET MGMT, LLC 1691 MICHIGAN AVENUE, SUITE 310, MIAMI BEACH, FL 33139 [for tax purposes/write offs for his business] - LLC FOR SECURITIES BUSINESS EXPENSES - 100% OWNER SINCE 7/2012 - APPROX 40 HRS/MO - NO COMPENSATION. 2) INDEPENDENT INSURANCE AGENT; SAME LOCATION

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-22
• S63 Uniform Securities Agent State Law Examination
  1986-04-01

Other Names

• Anthony Jacob Garcia
• Anthony J Garcia
• Anthony Jacob Garcia