Jason Storjohann is a registered investment advisor at Horizon Investments LLC, based in Charlotte, NC, with 27 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,467 clients with $8.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees vary by program and are negotiable, but typically do not exceed 0.75% annually for wrap programs and custom portfolios, and 0.65% for model delivery platforms. Certain specialized 403(b) strategies may charge up to 2.00%.
Fee Estimator
Location
6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason works as a Regional Director at Horizon Investments, focusing on sales, client service, prospecting, and asset raising. This activity requires more than full-time commitment.
Employment History
Current Registrations
Horizon Investments LLC
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
Previous Registrations
Russell Investments Financial Services, LLCBroker
Russell Investments
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Ftn Financial Securities CORPBroker
Ing Funds Distributor, LLCBroker
H&r Block Financial Advisors, INC.Broker
Lsa Securities, INC.Broker
Lincoln Benefit Financial Services, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Casey Hazen, CFAHorizon Investments LLC
- John PiferHorizon Investments LLC
- Jeffrey Stirling, CFPHorizon Investments LLC
- Matthew Terry, CFPHorizon Investments LLC
- Andrew Deangelis, CFAVenture Visionary Partners LLC
- Chad Wilfong, CFPWells Fargo Advisors