Jared Johnson
Jared Johnson is a registered investment advisor at Horizon Financial Services, LLC, based in Clemmons, NC, with 13 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 400 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horizon Financial Services offers several investment management options:
- Asset Management: Annual fee between 0.60% and 2.00% of your portfolio, paid monthly.
- Variable Annuity Solution: Annual fee between 0.60% and 1.00% of your portfolio, paid quarterly.
- Mutual Fund Direct Solution: Negotiable flat percentage with a maximum rate of 1% annually, paid quarterly.
- Donor Advised Funds: No fees charged by Horizon Financial Services.
- Co-Advisor Services: Maximum annual fee of 1.70%, billed monthly or quarterly.
- ERISA 3(21) Services: Maximum annual fee of 1% of plan assets, billed quarterly.
Location
3540 Clemmons Road, Suite 1100, Clemmons, NC, 27012
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 ActivitiesSells Insurance
Jared owns Jared G. Johnson, CPA, PLLC, providing accounting services and tax preparation since 2007, dedicating nearly full-time hours. He also works as an insurance agent with New Horizon Financial Services, Inc., spending about 10-20% of his time on sales and services.
Employment History
Current Registrations
Horizon Financial Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.Broker
State Registrations1 state
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.