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Jason Cole Storjohann

27 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,481 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jason works as a Regional Director at Horizon Investments, focusing on sales, client service, prospecting, and asset raising. This activity requires more than full-time commitment.

Employment History
Current Registrations
Horizon Investments LLC
November 2020 - Present · 5 yrs 3 mos
Quasar Distributors, LLC
September 2020 - Present · 5 yrs 5 mos
Quasar Distributors, LLCBroker
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Russell Investments Financial Services, LLCBroker
March 2019 - September 2020 · 1 yr 6 mos
Russell Investments
March 2019 - September 2020 · 1 yr 6 mos
Prudential Financial Planning Services
April 2018 - February 2019 · 10 mos
Pruco Securities, LLC.Broker
March 2018 - February 2019 · 11 mos
Voya Investment Management CO. LLC
May 2010 - January 2018 · 7 yrs 8 mos
Voya Investments Distributor, LLCBroker
March 2005 - January 2018 · 12 yrs 10 mos
Ftn Financial Securities CORPBroker
August 2003 - March 2005 · 1 yr 7 mos
Ing Funds Distributor, LLCBroker
October 2001 - November 2002 · 1 yr 1 mo
H&r Block Financial Advisors, INC.Broker
May 1999 - October 2001 · 2 yrs 5 mos
Lsa Securities, INC.Broker
August 1998 - February 1999 · 6 mos
Lincoln Benefit Financial Services, INC.Broker
June 1997 - October 1998 · 1 yr 4 mos
State Registrations9 states
AKCAIDMTNCNVORWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jason Cole Storjohann - Financial Advisor | TrueAdvisor