Jonathan Paul Horick
Investment adviser representative at Strategic Asset Management LLC.
13 yearsExperience
1 stateRegistered in
CFADesignation
$218.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Strategic Asset Management LLC.Jul 2025 to now
- Nbw Insurance GroupOct 2020 to now
- UnemployedJul 2020 to Sep 2020
- Stevens Foster Financial AdvisorsOct 2013 to Jun 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (MN).
Strategic Asset Management LLC.
$218.3MAssets managed
231Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2261282
- Firm CRD
- 306384