Jared
Johnson
Horizon Financial Services, LLC
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About this Advisor
Jared Johnson is a financial advisor based out of Clemmons, North Carolina, who has 2 years of relevant experience. Johnson currently works for Horizon Financial Services, LLC. Over the course of their career, they have held roles at Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, Avantax Investment Services, Inc, Avantax Insurance Agency LLC, Jared G. Johnson, Cpa, Pllc, Horizon Financial Services, LLC, Advantax Advisory Services, Sole Proprietor and New Horizon Financial Services, Inc. Johnson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Horizon Financial Services, LLC is an advisory firm that has its headquarters in Winston Salem, NC. It has a total of nine employees. It manages $155 million in total assets across its 1,049 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves two charitable organizations. Of its 1,049 customer accounts, 21% belong to high-net-worth clients who have more than $1 million in assets. Horizon Financial Services, LLC has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually depend on which service is offered. Fees billed by Horizon Financial Services, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Office Location
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Jared Johnson Work History
Jared has been registered as a financial advisor for 2 years.*
Horizon Financial Services, LLC
New Horizon Financial Services, Inc
Sole Proprietor
Jared G. Johnson, Cpa, Pllc
Advantax Advisory Services
Hornor Townsend & Kent Inc
Avantax Investment Services, Inc
Avantax Insurance Agency LLC
Penn Mutual Life Insurance Co
*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 Jared Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
