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MEMBER PROFILE

 

Jason Apolenis

Avenue Wealth

 

Member profile details

Membership level
DC Metro
First name
Jason
Second name/initial
M
Last name
Apolenis
Title
Principal
Company
Avenue Wealth
 

CONTACT INFORMATION

City
Vienna
State
Virginia
 

PROFILE INFORMATION

Call me when
You want to coordinate your business, personal, and charitable goals
Profession
  • Insurance
  • Wealth Manager
Functional Expertise
  • Board of Directors (for profit)
  • Business management
  • Charitable giving
  • Employee engagement/ retention
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
  • Strategic planning
  • Trusts
Client Industry(ies)
  • Business Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Wholesale/Distribution
Professional Certification(s)
CFP
In Business Since
1998
How to contact
jma@avenuewealth.com
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