Jonathan Horick has been an investment adviser representative at Strategic Asset Management since July 2025, and is not listed among the firm’s executive officers or direct owners.
Strategic Asset Management LLC. is a Rochester, MN firm with $218M under management, 231 clients and 10 advisers across 5 offices, as of its September 2026 filing.
Jonathan Horick’s longest registration was 5 years at Stevens Foster Financial Advisors (2014–2020). Before joining Strategic Asset Management in 2025, Jonathan Horick was registered through M Holdings Securities, Inc. and Stevens Foster Financial Advisors.
- – present · 1 yearMinneapolis, MN · Adviser representative · Firm CRD 306384
- M Holdings Securities, Inc.– · 4 yearsMinneapolis, MN · Adviser representative · Firm CRD 43285
- Stevens Foster Financial Advisors– · 5 yearsBloomington, MN · Adviser representative · Firm CRD 115752
Investment adviser representative registrations
Jonathan Horick is registered as an investment adviser representative in Minnesota, since July 2025.
- MinnesotaSince 7 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 21 January 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 October 1992 |
| Series 7 | General Securities Representative Examination | 1 October 1992 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Paul Horick
- CRD
- 2261282
- Firm
- Strategic Asset Management · CRD 306384
- Office
- 706 Second Avenue South, Suite 300, Minneapolis, MN 55402
- Registration
- Investment adviser registration
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Horick work?
Jonathan Horick is an investment adviser representative registered through Strategic Asset Management LLC. since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Horick a financial advisor?
Yes. Jonathan Horick has a current investment-adviser registration in Minnesota, through Strategic Asset Management since July 2025.
How many years of experience does Jonathan Horick have?
Jonathan Horick has 11 years in the financial industry, since November 2014, across 3 adviser firms.
What exams has Jonathan Horick passed?
Jonathan Horick has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in October 1992.
Where did Jonathan Horick work before Strategic Asset Management?
Before Strategic Asset Management, Jonathan Horick was registered through Stevens Foster Financial Advisors, August 2014 to July 2020.
Where is Jonathan Horick based?
Jonathan Horick’s registered office is in Minneapolis, MN.
Is Jonathan Horick registered with FINRA?
No. Jonathan Horick has no current broker registration.
How can I verify Jonathan Horick’s record?
Search CRD 2261282 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Horick’s full registration record.