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Jason Cole Storjohann

Investment adviser representative at Horizon Investments LLC
25 yearsExperience
1 stateRegistered in
$8.5BFirm assets
26 yearsFirm in business

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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.

  • Portfolio management

Experience

25 years in the industry.

  1. Horizon Investments LLCSep 2020 to now
  2. Quasar Distributors, LLCSep 2020 to now
  3. Russell InvestmentsFeb 2019 to Sep 2020
  4. Pruco Securities LLCMar 2018 to Feb 2019
  5. The Prudential Insurance Company of AmericaMar 2018 to Feb 2019
  6. Voya Investment Management Co., LLCMay 2014 to Dec 2017
  7. Voya Investments Distributor, LLCMay 2014 to Dec 2017
  8. Ing Pilgrim Securities, Inc.Oct 2001 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2001
  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (NC).

Horizon Investments LLC

$8.5BAssets managed
1,467Clients
27Advisers
26 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
2896482
Firm CRD
109552
Advisor's SEC record (opens in a new tab)
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