Jason Young and Associates

What Jason Young and Associates does

Jason Young and Associates is a boutique financial advisory firm founded in 2005 that provides wealth management, investment, retirement, and estate planning services to high-net-worth individuals, families, business owners, endowments, foundations, non-profits, and retirees. The firm operates as a "Doing Business As" (DBA) of Apollon Wealth Management, LLC, an SEC-registered investment advisor (Form ADV 291902), which provides the regulatory and compliance infrastructure underpinning the practice. Operations are led by Managing Director Jason Young (prior tenures at Alex. Brown/Raymond James, Deutsche Bank, Alliance Bernstein, and Fortune 500 corporate roles at Danaher and SPX) and Senior Relationship Manager Jennifer Thigpen (CFP since 2007, Top 10 of 1,600 Raymond James Branch Associates in 2017 and 2018). Headcount is reported at 1-10 employees, with offices in Atlanta (3379 Peachtree Road NE, Suite 700) and Washington, D.C.

The firm delivers an integrated five-service platform: Estate, Charitable Giving & Trust; Financial Planning; Investment Solutions; Portfolio Management; and Retirement Planning. Investment Solutions provide access to a broad universe of vehicles, including separately managed accounts, unified managed accounts, managed discretionary accounts, wrap accounts, structured products, options, and traditional securities (equities, fixed income, annuities, mutual funds, ETFs). The firm operates no proprietary technology platform; instead, it relies on the Apollon Wealth Management infrastructure for compliance and custody and on Raymond James client-access systems for client-facing back-office functions.

Revenue is generated through fee-based, recurring advisory engagements delivered via high-touch, one-on-one advisor-client relationships. The pricing model is custom and quote-based (not publicly disclosed), structured as multi-year contracts tailored to each client's situation. Go-to-market is enterprise field sales / direct advisory, supported by relationship-based referral channels and the firm's digital presence (singularityfs.com). Distribution is regional, focused on Georgia and Washington, D.C. markets, with no global footprint claimed. No venture capital, private equity, or institutional investor ownership is disclosed.

Name

Jason Young and Associates

Legal name

Apollon Wealth Management, LLC

Website

https://singularityfs.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Jason Young and Associates is a financial advisory firm providing wealth, retirement, and estate planning to high-net-worth clients. Operating as a DBA of Apollon Wealth Management since 2005, the firm has two principals serving clients from Atlanta and Washington, D.C.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Financial planning advisory
• Portfolio management
• Retirement planning
• Investment advisory

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Fee-based financial advisory and portfolio management services offered through Apollon Wealth Management, an SEC-registered investment advisor. Services include financial planning, investment solutions, portfolio management, retirement planning, and estate planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Jason Young and Associates is a financial advisory firm offering personalized wealth management through five integrated services: Estate, Charitable Giving & Trust; Financial Planning; Investment Solutions; Portfolio Management; and Retirement Planning. The firm serves high net worth individuals, families, business owners, endowments, foundations, and non-profit organizations. Advisory services are delivered through Apollon Wealth Management, LLC, an SEC-registered investment advisor, with the practice operating as a DBA of Apollon.

Product overview

Jason Young and Associates is a financial advisory firm offering five core integrated services: Estate, Charitable Giving & Trust; Financial Planning; Investment Solutions; Portfolio Management; and Retirement Planning. The firm operates as a unified advisory platform where these services work together to provide comprehensive wealth management for high net worth individuals, families, foundations, endowments, nonprofits, and business owners. The company is a DBA of Apollon Wealth Management, an SEC-registered investment advisor.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning that accounts for short- and long-term goals, risk tolerance, and life stage, providing personalized investment strategies aligned with client objectives.
• Retirement Planning Full spectrum retirement planning strategies covering pre-retirement planning, near-retirement preparation, and income strategies for those already in retirement, including Social Security and Medicare optimization.
• Portfolio Management Construction, management, and ongoing review of broadly diversified, customized portfolios using institutional-grade strategies tailored to individual preferences and risk appetite.
• Investment Solutions Access to a broad universe of investment options including separately managed accounts, unified managed accounts, managed discretionary accounts, wrap accounts, structured products, options, and traditional investments such as equities, fixed income, annuities, mutual funds, and ETFs.
• Estate, Charitable Giving & Trust Comprehensive estate planning services that help clients control asset distribution, preserve wealth for loved ones, and support charitable causes through various instruments including wills, trusts, and insurance policies.

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Apollon Wealth ManagementcoreStrategic or Co-development PartnerJason Young and Associates operates as a DBA of Apollon Wealth Management, an SEC-registered investment advisor. Advisory services are offered through Apollon, which provides the regulatory framework and compliance infrastructure for the advisory practice.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• Dynasty Financial Partners: Turnkey platform supporting breakaway and independent advisors delivering HNW wealth management. Highly comparable in that it pairs individual advisor teams with institutional infrastructure, exactly the model Jason Young and Associates uses inside Apollon.
• Apollon Wealth Management: Parent platform and SEC-registered investment advisor under which Jason Young and Associates operates as a DBA. Apollon provides the regulatory, compliance, and operational infrastructure that enables independent advisor teams to deliver HNW advisory services, making it the closest structural analog to the subject firm.
• Sanctuary Wealth: Partnership platform for breakaway advisors delivering HNW wealth management, with a similar advisor-led, high-touch service model. Directly comparable in targeting experienced advisors who want platform support without building their own RIA.

Broad incumbents

• Creative Planning: Large independent RIA offering comprehensive wealth management, retirement, estate, and tax planning to HNW clients and institutions. Overlaps with the subject firm's full-service HNW and institutional coverage, but at vastly larger scale.
• Carson Group: Wealth management firm offering financial planning, investment management, and advisory services to HNW clients through advisor teams. Comparable in delivering integrated planning + portfolio management, though operating at substantially greater scale.
• Focus Financial Partners: Large RIA partnership platform that supports independent advisor teams serving HNW clients, similar in structure to the Apollon arrangement but at much greater scale. Directly comparable business model: enabling independent advisors under a shared compliance and operations umbrella.
• Edelman Financial Engines: Large national RIA providing investment advisory and financial planning services across HNW and mass-affluent segments. Comparable in delivering planning-plus-portfolio services to HNW clients, though at much broader scale and with more diversified delivery channels.
• Hightower Advisors: Large RIA platform serving HNW individuals, families, and institutions via advisor-led practices. Comparable HNW focus and advisor-empowered model, though at significantly greater scale and geographic reach than the subject firm.
• Mariner Wealth Advisors: National RIA providing comprehensive wealth planning, investment management, retirement, and estate services to HNW clients. Overlaps with the subject firm's full-stack service offering across financial planning, portfolio management, retirement, and estate.
• Commonwealth Financial Network: RIA and broker-dealer platform supporting independent financial advisors serving HNW households. Comparable in providing the operational backbone (compliance, technology, custody) that enables advisor-led HNW practices to operate.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jason Young and Associates