Jonathan Frank Blazick
Investment adviser representative at Horizon Financial
10 yearsExperience
10 statesRegistered in
$510.2MFirm assets
7 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.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Horizon FinancialJan 2020 to now
- Horizon Advisory Services, Inc.Sep 2019 to now
- Mark Congdon, Cfs IncOct 2017 to now
- Securities America Advisors, Inc.Sep 2020 to Jan 2021
- Ssn Advisory, Inc.Dec 2017 to Sep 2020
- Kellogg'sNov 2011 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 10 states (FL, MA, MD, NC, NH, NY, PA, SC, TX, VA).
Horizon Financial
Legal name: Horizon Advisory Services, Inc.
$510.2MAssets managed
734Clients
9Advisers
7 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
- 6896643
- Firm CRD
- 305239