Oxbow Advisors
47yrs
Top advisor by experience in Austin
20yrs
Jared Toren
Financial advisor at Apollon Wealth Management
Jared Toren is a fiduciary financial advisor in Austin, Texas, with 20 years in the industry. After less than a year at Proper Wealth Management and three years at UBS Financial Services, Jared joined Apollon Wealth Management in 2020, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 66% of advisors in Austin
OfficeAustin, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.34 million
Advisors at the firm145
States licensed ?1 state
Services through Apollon Wealth Management
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2021 – Jan 2021Proper Wealth Management, LLCPreviously
- 2020 – nowApollon Wealth Management, LLCCurrent firm
- 2015 – 2020Proper Wealth Management, LLCPreviously
- 2011 – 2015UBS Financial Services Inc.Previously
- Nov 2010 – Nov 2011Credit Suisse Securities (usa) LLCPreviously
- Mar 2010 – Nov 2010Morgan StanleyPreviously
Contact Jared
(843) 579-0018Firm headquarters in Mount Pleasant, SC. Ask for Jared. Austin, TXOffice · Get directions Firm websiteproperguidance.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jared
Tailored to Jared’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jared
How do I contact Jared?
Call Apollon Wealth Management at (843) 579-0018 and ask for Jared Toren. Jared works from the Austin, TX office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2007, about 20 years. More experience than 66% of advisors in Austin.
What licenses does Jared hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
Apollon Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jared for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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