Jonathan F. Blazick

HORIZON FINANCIAL

West Henrietta, NY 14586

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CRD#: 6896643

Professional summary

Jonathan Frank Blazick is a registered financial advisor currently at HORIZON FINANCIAL located in West Henrietta, New York.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jonathan has worked at 3 firms and has passed the Series 65 exam.

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.

1) Horizon Advisory Services Position: IAR Nature: Independent RIA Investment Related: Yes Hours: 150 Securities Trading Hours: 150 Start Date: 09/14/2019 Address: 5582 West Henrietta Road, West Henrietta NY 14586

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Frank Blazick'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

January 21, 2020 - Present

HORIZON FINANCIAL

Office #1: 5582 West Henrietta Road, West Henrietta, NY 14586

RIA

CRD#: 305239

West Henrietta, NY

Past

September 18, 2020 - December 31, 2020

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

WEST HENRIETTA, NY

Past

February 16, 2018 - September 18, 2020

SSN ADVISORY, INC.

RIA

CRD#: 126090

West Henrietta, NY

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".

HORIZON FINANCIAL

HORIZON ADVISORY SERVICES, INC. | HORIZON FINANCIAL

CRD#: 305239 / SEC#: 801-117343

RIA

Registered Investment Advisory firm - (9/13/2019 Approved)

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

Florida
(1/21/2020)

IAR

Maryland
(7/29/2025)

IAR

Massachusetts
(8/19/2025)

IAR

New Hampshire
(7/29/2025)

IAR

New York
(6/1/2021)

IAR

North Carolina
(8/4/2025)

IAR

Pennsylvania
(7/28/2025)

IAR

South Carolina
(7/30/2025)

IAR

Texas
(7/27/2025)

IAR

Virginia
(7/30/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/16/2018

Uniform Investment Adviser Law Examination

Current Firm

HORIZON FINANCIAL

HORIZON ADVISORY SERVICES, INC. | HORIZON FINANCIAL

CRD#: 305239 / SEC#: 801-117343

RIA

Registered Investment Advisory firm - (9/13/2019 Approved)

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Contact information

Main Address

5582 W. Henrietta Rd., West Henrietta, NY 14586

Mailing Address

Phone number

(585) 334-3600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HORIZON ADV PART 2A - JULY 2025 (7/25/2025)

Regulatory assets under management

Total Number of Accounts	1,523
AUM (Assets Under Management)	$ 455,756,497

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.

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Jonathan F. Blazick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Frank Blazick's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORIZON FINANCIAL

SECURITIES AMERICA ADVISORS, INC.

SSN ADVISORY, INC.

Primary Firm SEC Registration

HORIZON FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 2/16/2018

Current Firm

HORIZON FINANCIAL

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HORIZON FINANCIAL

TRUST BUT VERIFY

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