Jason Storjohann (CRD# 2896482) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 26 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horizon Investments LLC | Snohomish, WA | Sep 2020 - Current | 3 |
| Quasar Distributors, LLC | Snohomish, WA | Sep 2020 - Current | 3 |
| Russell Investments | Seattle, WA | Feb 2019 - Sep 2020 | 1 |
| Pruco Securities LLC | Bellevue, WA | Mar 2018 - Feb 2019 | < 1 |
| The Prudential Insurance Company Of America | Bellevue, WA | Mar 2018 - Feb 2019 | < 1 |
| Voya Investments Distributor, LLC | Wind, CT | May 2014 - Dec 2017 | 3 |
| Voya Investment Management Company, LLC | New York, NY | May 2014 - Dec 2017 | 3 |
| Voya Investment Management | Snohomish, WA | May 2014 - Dec 2017 | 3 |
| Ing Pilgrim Securities, Inc. | Scottsdale, AZ | Oct 2001 - Dec 2017 | 16 |
| Ing Investment Management Company | New York, NY | May 2010 - May 2014 | 4 |
| Ing Funds Distributors, LLC | Scottsdale, AZ | Mar 2005 - May 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2010 |
- NC
-
Total Assets Under Management4,467MILLIONS
-
Total Number of Accounts3,367ACCOUNTS
-
Average Account Value$1,326,579
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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