Jason Apolenis, Cfp

Jason Apolenis, Cfp Email and Phone Number

Principal & Founder, Avenue Wealth @ Avenue Wealth
Jason Apolenis, Cfp's Location
Vienna, Virginia, United States, United States
Jason Apolenis, Cfp's Contact Details

Jason Apolenis, Cfp personal email

n/a

Jason Apolenis, Cfp phone numbers

About Jason Apolenis, Cfp

Jason Apolenis, with Avenue Wealth, offers comprehensive wealth management to business owners, executives, high net worth individuals and families. Services include Business Continuation & Exit Planning, Executive Benefits, Estate & Charitable Planning, Asset Management, and Insurance Services.Jason Apolenis is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 8075 Leesburg Pike, Suite 400 Vienna, VA 22182, 703-287-2115. In addition, he is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. He is not licensed in all jurisdictions. Neither Avenue Wealth, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Avenue Wealth is not owned or operated by New York Life Insurance Company or its affiliates.

Jason Apolenis, Cfp's Current Company Details
Avenue Wealth

Avenue Wealth

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Principal & Founder, Avenue Wealth
Jason Apolenis, Cfp Work Experience Details
  • Avenue Wealth
    Principal & Founder
    Avenue Wealth Jul 1998 - Present
    Vienna, Virginia, Us
    We offer comprehensive wealth management through Eagle Strategies to business owners, executives, high net worth individuals and families. Services include Business Continuation & Exit Planning, Executive Benefits, Estate & Charitable Planning, Asset Management, and Insurance Services.I am separately licensed as an investment adviser representative under Eagle Strategies LLC and a Registered Representative for NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
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Jason Apolenis, Cfp Education Details

  • University Of Maryland
    University Of Maryland
    Behavioral & Social Sciences

Frequently Asked Questions about Jason Apolenis, Cfp

What company does Jason Apolenis, Cfp work for?

Jason Apolenis, Cfp works for Avenue Wealth

What is Jason Apolenis, Cfp's role at the current company?

Jason Apolenis, Cfp's current role is Principal & Founder, Avenue Wealth.

What is Jason Apolenis, Cfp's email address?

Jason Apolenis, Cfp's email address is ja****@****ife.com

What is Jason Apolenis, Cfp's direct phone number?

Jason Apolenis, Cfp's direct phone number is +170328*****

What schools did Jason Apolenis, Cfp attend?

Jason Apolenis, Cfp attended University Of Maryland.

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