Jacob Lee Silverstein
Investment adviser representative at Horizon Investments LLC
14 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
14 years in the industry.
- Quasar Distributors, LLCJul 2022 to now
- Horizon Investments LLCJun 2022 to now
- Full-time Student At University of DaytonAug 2018 to May 2022
- I9 SportsJul 2017 to Aug 2018
- UnemployedJul 2012 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
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
- 7595741
- Firm CRD
- 109552