Jared Shelton Horner

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2002 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2001-12-07 → 2002-10-02
  Signator Investors, Inc.
  Salt Lake City , UT

Other Businesses

1. Member, Sterling Financial Group, a private entity established to facilitate securities business; Conducted at branch location; Investment related. 2. Fixed insurance product sales, as an Agent; Conducted at branch location; Investment related. 3. President and Owner, JSH Consulting, Inc., a private entity created to facilitate securities business; Conducted at branch location; Investment related. 4. Real Estate Agent, JSH Consulting, Inc.; Not conducted at branch location; Investment related. 5. Owner, Horner Acquisitions, LLC, previously used entity for managing rental property; Not conducted at branch location; Investment related. 6. Member and Co-Owner, River Bottoms Ranch Midway, LLC, a private entity used to own and manage farmland and barn real estate; Not conducted at branch location; Investment related. 7. Member and Co-Owner, River Bottoms Ranch, LLC, a private entity established to manage and operate a private barn and farmland property; As of 10/01/2018; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 8. President of Family Office Consulting business, JSH Consulting Inc.; as of 10/01/21; Approximately 40% time spent during business hours; Conducted at branch location; Not investment related. 9. Co-owner, River Bottoms Ranch Family, LLC, an entity created for the purpose of buying & managing real estate in Midway, UT; as of 1/01/2022; Less than 1% of time spent during business hours; Not conducted at branch; Investment related. 10. Co-owner, Featherly, LLC; Owning a boat; Located in Salt Lake City, UT 84124; as of 03/27/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 11. Co-owner, 7L Family, LLC; an entity created for the purpose of buying and managing land in Midway, UT 84049, as of 06/02/2025; o% of time spent during business hours; Not conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  1999-01-18

Designations

• Certified Financial Planner

Other Names

• Jared Shelton Horner