Jared Gabriel Johnson
Investment adviser representative at Horizon Financial Services, LLC
19 yearsExperience
1 stateRegistered in
$262.4MFirm assets
8 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Horizon Financial Services, LLCFeb 2021 to now
- New Horizon Financial Services, Inc.Feb 2021 to now
- Sole ProprietorSep 2010 to now
- Jared G. Johnson, Cpa, PllcDec 2007 to now
- Advantax Advisory ServicesFeb 2017 to Jan 2021
- Avantax Insurance Agency LLCNov 2015 to Jan 2021
- Avantax Investment Services, Inc.Nov 2015 to Jan 2021
- Penn Mutual Life Insurance CoOct 2009 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
Horizon Financial Services, LLC
$262.4MAssets managed
395Clients
6Advisers
8 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
- 5816323
- Firm CRD
- 158798