Jared Gabriel Johnson

Employer firm

Horizon Financial Services, LLC CRD 158798

$262M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2009 → 12/2021
  Penn Mutual Life Insurance Co
  Horsham, PA
• 11/2015 → 01/2021
  Avantax Investment Services, Inc.
  Clemmons, NC
• 11/2015 → 01/2021
  Avantax Insurance Agency Llc
  Clemmons, NC
• 12/2007 → Present
  Jared G. Johnson, Cpa, Pllc
  Clemmons, NC
• 02/2021 → Present
  Horizon Financial Services, Llc
  Winston Salem, NC
• 02/2017 → 01/2021
  Advantax Advisory Services
  Clemmons, NC
• 09/2010 → Present
  Sole Proprietor
  Clemmons, NC
• 02/2021 → Present
  New Horizon Financial Services, Inc.
  Winston Salem, NC

Previous Registrations

• 2017-02-08 → 2021-01-25
  Avantax Advisory Services
  Clemmons, NC

Other Businesses

Jared G. Johnson, CPA, PLLC~'NIR'~3540 Clemmons Road~Clemmons~NC~27012~Accounting Services/Tax Preparation~Owner~12/2007~150hrs~120hrs~I perform all activities. Bookkeeping, tax prep, consulting, management, admin.|All duties including management of the company, providing the actual services, A/R & A/P, payroll activities.| New Horizon Financial Services, Inc.~Insurance Agent ~ 02/2021~20hrs~5hrs~provides sales and services in insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-17
• S63 Uniform Securities Agent State Law Examination
  2010-11-01