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JJ

Jared G. Johnson

HORIZON FINANCIAL SERVICES
CLEMMONS, NC 27012
Some features on this profile are disabled
CRD#: 5816323
JJ

Professional summary

Jared Gabriel Johnson is a registered financial advisor currently at HORIZON FINANCIAL SERVICES, LLC located in Clemmons, North Carolina.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jared has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Gabriel Johnson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 5, 2021 - Present

HORIZON FINANCIAL SERVICES, LLC

Office #1: 3540 Clemmons Road Suite 1100, Clemmons, NC 27012
RIA
CRD#: 158798
CLEMMONS, NC
Past

February 8, 2017 - January 25, 2021

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Clemmons, NC
Past

November 12, 2015 - January 25, 2021

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Clemmons, NC
Past

January 22, 2015 - November 19, 2015

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CLEMMONS, NC
Past

September 2, 2010 - April 17, 2013

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
WINSTON-SALEM, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HF
HORIZON FINANCIAL SERVICES, LLC
HORIZON FINANCIAL SERVICES, LLC

CRD#: 158798 / SEC#: 801-113778

RIA
Registered Investment Advisory firm - (8/6/2018 Approved)
North Carolina
Registered Investment Advisory firm - (10/16/2018 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(2/5/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/17/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/1/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/1/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

HF
HORIZON FINANCIAL SERVICES, LLC
HORIZON FINANCIAL SERVICES, LLC

CRD#: 158798 / SEC#: 801-113778

RIA
Registered Investment Advisory firm - (8/6/2018 Approved)
North Carolina
Registered Investment Advisory firm - (10/16/2018 Terminated)
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Contact information

Main Address
3880 Vest Mill Rd. Suite 100, Winston Salem, NC 27103
Mailing Address
Phone number
(336) 659-7060
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV FORM 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,136
AUM (Assets Under Management)$ 212,623,929

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HORIZON FINANCIAL SERVICES, LLC

CRD#: 158798Clemmons, NC 27012

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