Jonathan Paul Horick

Current Employers

Employment History

• 10/2013 → 06/2020
  Stevens Foster Financial Advisors
  Bloomington, MN
• 07/2020 → 09/2020
  Unemployed
  Minneapolis, MN
• 10/2020 → Present
  Nbw Insurance Group
  Minneapolis, MN
• 07/2025 → Present
  Strategic Asset Management
  Rochester, MN

Previous Registrations

• 2020-10-30 → 2025-07-15
  M Holdings Securities, Inc.
  Portland, OR
  Minneapolis, MN
• 2014-08-27 → 2020-07-29
  Stevens Foster Financial Advisors
  Bloomington, MN

Other Businesses

1) Southside Family Nurturing Center; www.snfmc.org; 01/2017; Board Member & Treasurer; Attend monthly meetings to help oversee and promote the non-profit's mission; Not Investment Related; 3 hours/month; 0 hours/month during business hours; No Compensation. 2) MBW Insurance Group; 706 2nd Avenue South, Suite 300, Minneapolis, MN 55402; 10/14/2020; CIO; Architect of investment strategy and client interfacing with wealth advisory services; Investment Related; 160 hours/month; 160 hours/month during business hours; Wages/Salary/Tips. 3) Together Capital Advisors; 706 2nd Avenue South, Suite 300, Minneapolis, MN 55402; 06/15/2021; CIO; Assessment of investment objectives, risk profile and investing as an asset allocator based years of due diligence to model portfolios; Investment Related; 160 hours/month; 160 hours/month during business hours; AUM Advisory Fees. 4) Wartburg College; 100 Wartburg Blvd., Waverly, IA 50677; Educational Institution; Investment-Related; Investment Committee Member; Act as an investment committee member to assist in the potential growth of the endowment; 5/2008; 2 hours/month; 2 hours/month during trading hours. 5) U of MN Carlson Funds Enterprise; Carlson School of Management, 321 19th Ave S, Minneapolis, MN 55455; Educational Institution; Investment-Related; Advisory Board Member; Applied Academics - assist in educating graduate students with real life applied experiences; 4/2009; 1 hour/month; 0 hours/month during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-10-12

Designations

Other Names

• Jon Horick