Insights

Independent Wealth Platform Fee-based, no allegiance to specific investments or product providers, offering access to the entire firm’s expertise. Opportunity: position cross-sell of holistic wealth management services and expand with planning, tax, retirement, and estate services to current client base.

Collaborative Client Model Clients engage the full firm rather than a single advisor. Opportunity: propose bundled advisory packages and ongoing financial planning retainers to deepen client relationships and increase wallet share.

Regional Growth Established presence in South Carolina with decades of client relationships and succession across generations. Opportunity: target nearby high-net-worth individuals and families with prospecting and local partnerships to accelerate regional expansion.

Digital Presence Tech stack includes Microsoft 365, SEO tools, and web frameworks, indicating a maintained online presence. Opportunity: enhance digital marketing, client portal capabilities, educational content, and lead gen campaigns to attract new clients.

Mid-Market Focus Revenue range $1M-$10M with a small team (2-10 employees). Opportunity: introduce scalable outsourced services (cybersecurity for advisors, marketing automation, compliance support) and partner solutions to support growth without heavy headcount.

J.E. Wilson Advisors of Apollon Tech Stack

J.E. Wilson Advisors of Apollon uses 8 technology products and services including Microsoft 365, Modernizr, LinkedIn, and more. Explore J.E. Wilson Advisors of Apollon's tech stack below.

  • Microsoft 365
    Email
  • Modernizr
    Javascript Libraries
  • LinkedIn
    Online Community Software
  • Yoast SEO
    Search Engines
  • ZURB Foundation
    UI Frameworks
  • Bootstrap
    UI Frameworks
  • Twitter
    Widgets
  • Facebook
    Widgets

J.E. Wilson Advisors of Apollon's Email Address Formats

J.E. Wilson Advisors of Apollon uses at least 1 format(s):
J.E. Wilson Advisors of Apollon Email FormatsExamplePercentage
First@jewilson.comJohn@jewilson.com
75%
First.MiddleLast@jewilson.comJohn.MichaelDoe@jewilson.com
25%

Frequently Asked Questions

What is J.E. Wilson Advisors of Apollon's phone number?

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You can contact J.E. Wilson Advisors of Apollon's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is J.E. Wilson Advisors of Apollon's official website and social media links?

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J.E. Wilson Advisors of Apollon's official website is jewilson.com and has social profiles on LinkedIn.

How much revenue does J.E. Wilson Advisors of Apollon generate?

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As of July 2026, J.E. Wilson Advisors of Apollon's annual revenue is estimated to be <$1M.

What is J.E. Wilson Advisors of Apollon's NAICS code?

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J.E. Wilson Advisors of Apollon's NAICS code is 52 - Finance and Insurance.

How many employees does J.E. Wilson Advisors of Apollon have currently?

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As of July 2026, J.E. Wilson Advisors of Apollon has approximately 2 employees across 1 continents, including North America. Key team members include Financial Planning Assistant: S. R.. Explore J.E. Wilson Advisors of Apollon's employee directory with LeadIQ.

What industry does J.E. Wilson Advisors of Apollon belong to?

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J.E. Wilson Advisors of Apollon operates in the Financial Services industry.

What technology does J.E. Wilson Advisors of Apollon use?

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J.E. Wilson Advisors of Apollon's tech stack includes Microsoft 365ModernizrLinkedInYoast SEOZURB FoundationBootstrapTwitterFacebook.

What is J.E. Wilson Advisors of Apollon's email format?

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J.E. Wilson Advisors of Apollon's email format typically follows the pattern of First@jewilson.com. Find more J.E. Wilson Advisors of Apollon email formats with LeadIQ.

When was J.E. Wilson Advisors of Apollon founded?

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J.E. Wilson Advisors of Apollon was founded in 1982.
J.E. Wilson Advisors of Apollon logo

J.E. Wilson Advisors of Apollon

Financial ServicesSouth Carolina, United States2-10 Employees

J.E. Wilson Advisors of Apollon sits in the financial services landscape, offering wealth management guidance through Apollon Wealth Management. As a fee-based firm without ties to specific investment, product, or insurance companies, it emphasizes a holistic, client-first approach that involves the entire firm in serving each individual. The firm highlights a collaborative culture where clients have access to the combined expertise of all partners, advisors, and support staff, and it underscores a long-standing practice of delivering integrated planning, behavioral guidance, and transparent, no-judgement advice in portfolio management. Based in Columbia, South Carolina, the organization has positioned itself as a multi-decade partner to successful individuals in the region and beyond, aiming to provide financial peace amid a complex market environment. While operating with a small professional team, the firm traces its roots to serving a broad base of clients with personalized, forward-looking financial planning. A recent emphasis appears to be on continuing its advisory model and client-centric approach across generations, supported by an established, evidence-based investment philosophy.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1982
Employees
2-10

Section iconFunding & Financials

  • <$1M

    J.E. Wilson Advisors of Apollon's revenue is estimated to be in the range of <$1M

Section iconFunding & Financials

  • <$1M

    J.E. Wilson Advisors of Apollon's revenue is estimated to be in the range of <$1M

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