Jeremy Dallas Smith
Investment adviser representative at Horizon Wealth Advisors
11 yearsExperience
1 stateRegistered in
$235MFirm assets
11 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Horizon Wealth AdvisorsApr 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
Horizon Wealth Advisors
Legal name: Horizon Wealth Advisors, LLC
$235MAssets managed
582Clients
6Advisers
11 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
- 5736929
- Firm CRD
- 148338