Jason Apolenis of Avenue Wealth is a member of XPX DC Metro

Jason M Apolenis

Principal

Vienna, Virginia

Professional Profile

Call Me When

Call Me When... You want the peace of mind that comes with being well-planned

Contact Method

jma@avenuewealth.com

Profession

  • Insurance
  • Wealth Planner
  • Professional Certifications

    CFP

    Functional Expertise

  • Board of Directors (for profit)
  • Business management
  • Charitable giving
  • Employee engagement/ retention
  • Estate planning
  • Family business
  • Investments
  • Private equity
  • Strategic planning
  • Trusts
  • Venture capital
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Manufacturing
  • Real Estate/Construction
  • Client Results

    Membership

    DC Metro

    Member Since

    3 Year Member

    Sponsorship Type

    Silver

    Chapter Leadership Role

    Why I'm a Member of XPX

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