Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Jordan Horn is a financial advisor with over 20 years of experience in the industry. Jay has a wide range of experience with different firms, including VALIC Financial Advisors, INC., NEXT FINANCIAL GROUP, INC., Ameriprise Financial Services, INC., AIG Retirement Advisors, INC., American General Securities Incorporated, and Charles Schwab & Co., INC. Jay currently works with Allworth Financial, LP and is registered to provide investment advice in all 50 states. Jay has a strong understanding of financial planning and portfolio management and is committed to providing clients with personalized advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
06/22/2022 - Present
Allworth Financial, LP (Houston TX)
TX
02/01/2010 - 05/03/2022
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NM
09/14/2009 - 02/01/2010
NEXT FINANCIAL GROUP, INC. (ALBUQUERQUE NM)
TX
04/16/2008 - 08/28/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
08/19/2005 - 03/07/2008
AIG RETIREMENT ADVISORS, INC. (HOUSTON TX)
AZ
04/10/2001 - 08/10/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
10/16/2000 - 01/25/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 06/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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