JH
CFP
JH
CFP

James Tyler Horn

8 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate PlanningInsurance Planning
Compensation
Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,776 clients
Average Client Portfolio
$1K average
Assets Under Management
$2.1M

Fee Structure

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Location

68 Harrison Avenue, Ste 605 Pmb 50966, Boston, MA, 02115-1929

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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

James is the Owner/President of Horn Commercial Cleaning DBA Bulldog Cleaning Co, which provides janitorial services. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Origin Investment Advisory LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Facet
October 2019 - April 2023 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - October 2019 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2015 - October 2019 · 4 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.