Jacob
Silverstein
Horizon Investments LLC
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About this Advisor
Jacob Silverstein is a financial advisor who works out of Charlotte, North Carolina with 1 year of industry experience. Silverstein currently works for Horizon Investments LLC. Their career trajectory has included roles at Quasar Distributors, LLC, Horizon Investments LLC, I9 Sports and Full-Time Student At University Of Dayton. Silverstein maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Horizon Investments LLC is a firm operating out of Charlotte, NC. It controls $4 billion in total assets among its 3,414 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The business performs a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and other services. Fees for financial advice largely depend on the financial services. However, fee types billed by Horizon Investments LLC likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Horizon Investments LLC Brokerage Details
$3,816,815,479
72
3,414
$1,117,989
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Jacob Silverstein Work History
Jacob has been registered as a financial advisor for 1 years.*
Quasar Distributors, LLC
Horizon Investments LLC
Full-Time Student At University Of Dayton
I9 Sports
*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 Jacob Silverstein 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 Investments LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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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