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3880 Vest Mill Rd. Suite 100, Winston Salem, NC 27103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-02-05 |
Branch Locations
3540 Clemmons Road Suite 1100, Clemmons, NC 27012 • United States
3880 Vest Mill Rd. Suite 100, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 10/2009 | 12/2021 |
| Avantax Investment Services, Inc. | Clemmons | NC | 11/2015 | 01/2021 |
| Avantax Insurance Agency Llc | Clemmons | NC | 11/2015 | 01/2021 |
| Jared G. Johnson, Cpa, Pllc | Clemmons | NC | 12/2007 | Present |
| Horizon Financial Services, Llc | Winston Salem | NC | 02/2021 | Present |
| Advantax Advisory Services | Clemmons | NC | 02/2017 | 01/2021 |
| Sole Proprietor | Clemmons | NC | 09/2010 | Present |
| New Horizon Financial Services, Inc. | Winston Salem | NC | 02/2021 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-01 |
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