Jason Storjohann is a registered investment advisor at Horizon Investments LLC, based in Charlotte, NC, with 27 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,467 clients with $8.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horizon Investments' fees vary depending on the program and financial intermediary.
For SMA wrap programs, fees typically do not exceed 0.75% per year of the value of your investments.
For UMA wrap programs, fees typically do not exceed 0.75% per year of the value of your investments.
For MDPs, fees typically do not exceed 0.65% per year of the value of your investments.
For direct clients, the maximum annual management fee is 0.75%.
Location
6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277
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Regulatory History
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.
Learn about disclosures →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
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
Previous Registrations
Russell Investments Financial Services, LLCBroker
Russell Investments
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Ftn Financial Securities CORPBroker
Ing Funds Distributor, LLCBroker
H&r Block Financial Advisors, INC.Broker
Lsa Securities, INC.Broker
Lincoln Benefit Financial Services, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.