Jason
Storjohann

Horizon Investments LLC

CRD#2896482
Investment Advisor
in Charlotte, NC

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About this Advisor

Jason Storjohann is a financial advisor based in Charlotte, North Carolina, working with Horizon Investments LLC. Jason has previously held positions at Ing Pilgrim Securities, Inc, Voya Investments Distributor, LLC, Voya Investment Management Co., LLC, Voya Investment Management, Quasar Distributors, LLC, Horizon Investments LLC, Pruco Securities LLC, The Prudential Insurance Company Of America, and Russell Investments. Jason has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Jason is part of Horizon Investments LLC, which operates out of Charlotte, North Carolina. The firm has 74 employees and manages assets totaling $4.5 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at Horizon Investments LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6210 Ardrey Kell Road Ste 300
Charlotte, NC 28277

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Horizon Investments LLC Brokerage Details

Total Assets Under Management

$4,466,593,018

NC Average: $3,625,019,099
Total Number of Employees

74

NC Average: 22
Total Number of Accounts

3,367

NC Average: 1,917
Average Account Size

$1,326,579

NC Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other

Jason Storjohann Work History

2020 - Present (4 years)

Quasar Distributors, LLC

2020 - Present (4 years)

Horizon Investments LLC

2019 - 2020 (1 year)

Russell Investments

2018 - 2019 (1 year)

Pruco Securities LLC

2018 - 2019 (1 year)

The Prudential Insurance Company Of America

2014 - 2017 (3 years)

Voya Investments Distributor, LLC

2014 - 2017 (3 years)

Voya Investment Management Co., LLC

2014 - 2017 (3 years)

Voya Investment Management

2001 - 2017 (16 years)

Ing Pilgrim Securities, Inc

Disclosures

Please visit the SEC profile of Jason Storjohann 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

Matthew Bond
Charlotte, NC
Danielle Learned
Charlotte, NC
Matthew Terry
Charlotte, NC
Casey R Hazen
Charlotte, NC
Scott Ferrette
San Francisco, CA
John Pifer
Charlotte, NC
Gregory Manning
Charlotte, NC
Eric Anthony
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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