AdFi
JC

Jason Cole Storjohann

Investment Adviser Representative at HORIZON INVESTMENTS LLC

Charlotte, NCCRD #2896482Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
9 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 9 states
AlaskaCaliforniaIdahoMontanaNevadaNorth CarolinaOregonWashingtonWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/25/2010
Series 65
Uniform Investment Adviser Law Examination
Passed 5/15/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 7/14/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/13/1999
Series 52
Municipal Securities Representative Examination
Passed 5/8/1999
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/4/1997
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 1/11/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Horizon Investments LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HORIZON INVESTMENTS LLCCurrent
11/18/2020Charlotte, NC
QUASAR DISTRIBUTORS, LLCCurrent
9/30/2020Snohomish, WA
RUSSELL INVESTMENTS
3/14/20199/23/2020Seattle, WA
PRUDENTIAL FINANCIAL PLANNING SERVICES
4/6/20182/5/2019Bellevue, WA
VOYA INVESTMENT MANAGEMENT CO. LLC
5/26/20101/2/2018Snohomish, WA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Cole Storjohann has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jason Cole Storjohann - Financial Advisor in Charlotte, NC | AdvisorFinder