Jonathan Blazick (CRD# 6896643) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 6 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horizon Advisory Services, Inc. | West Henrietta, NY | Sep 2019 - Current | 4 |
| Mark Congdon, Cfs Inc. | West Henrietta, NY | Oct 2017 - Current | 6 |
| Securities America Advisors, Inc. | West Henrietta, NY | Sep 2020 - Jan 2021 | < 1 |
| Ssn Advisory, Inc. | West Henrietta, NY | Dec 2017 - Sep 2020 | 2 |
| Kellogg's | Syracuse, NY | Nov 2011 - Sep 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- FL
- NY
-
Total Assets Under Management423MILLIONS
-
Total Number of Accounts1,460ACCOUNTS
-
Average Account Value$289,596
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NC, NY, PA, SC, TX
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