Jeremy
Smith
Horizon Wealth Advisors
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About this Advisor
Jeremy Smith is a financial advisor who works out of Lakewood Ranch, Florida with 8 years of relevant experience. Smith works at Horizon Wealth Advisors. Throughout their career, they have worked at Rudd Asset Management and Horizon Wealth Advisors. Smith has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Horizon Wealth Advisors is a business with a branch in Lakewood Ranch, Florida. It has offices in two locations and a total of eight advisors. It oversees $179 million in assets under management across its 476 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 476 client accounts, just 12% are associated with high-net-worth investors who have more than $1 million in assets. Horizon Wealth Advisors performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules depend on which services the firm provides the client. However, fee types charged by Horizon Wealth Advisors can consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Horizon Wealth Advisors Brokerage Details
$178,719,554
8
476
$375,461
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jeremy Smith Work History
Jeremy has been registered as a financial advisor for 8 years.*
Horizon Wealth Advisors
Rudd Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Horizon Wealth Advisors
Lakewood Ranch, FL
Lakewood Ranch, FL
Lakewood Ranch, FL
Lakewood Ranch, FL
Bradenton, FL
Lakewood Ranch, FL
Lakewood Ranch, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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