Jonathan Frank Blazick
Financial advisor at Horizon Advisory Services, Inc. · West Henrietta, NY
Last updated 2026-10-10
Claim your profileJonathan Frank Blazick is a financial advisor at Horizon Advisory Services, Inc. in West Henrietta, NY, CRD 6896643. Licenses and exams on the registration: Series 65. IAPD registration began 2018-02-16.
Registration
- CRD number
- 6896643
- Registration status
- Active
- IAPD registration
- 2018-02-16
- Industry Experience
- 8 years
- Work Experience
- 14 years
- States registered
- FL, MA, MD, NC, NH, NY, PA, SC, TX, VA
Licenses and exams
- Series 65
Work history
- 2017-12 to 2020-09 · Ssn Advisory, Inc. · West Henrietta, NY
- 2017-10 to Present · Mark Congdon, Cfs Inc · West Henrietta, NY
- 2011-11 to 2017-09 · Kellogg's · Syracuse, NY
- 2019-09 to Present · Horizon Advisory Services, Inc. · West Henrietta, NY
- 2020-09 to 2021-01 · Securities America Advisors, Inc. · West Henrietta, NY
Current employment
- Horizon Financial · West Henrietta, NY
Horizon Advisory Services, Inc.
- Regulatory AUM
- $510,210,472
- Registered advisors
- 9
- Offices
- 3
- Clients per advisor
- 81.6 (Moderate)
- Average AUM per client
- $695.1K (Low)
- High-net-worth client ratio
- 16.3% (Moderate)
Horizon Advisory Services, Inc.: advisors, services and reported ETF investments
About
Jonathan Frank Blazick is a financial advisor at Horizon Financial, operating as Horizon Advisory Services, Inc. in West Henrietta, NY. Reported securities licenses include Series 65. The latest record indicates 8 years of industry experience and 14 years of reported work history. Reported roles include Horizon Advisory Services, Inc., Mark Congdon, Cfs Inc, Securities America Advisors, Inc., Ssn Advisory, Inc..
SEC disclosures list additional business and community activities: 1) Horizon Advisory Services Position: Iar Nature: Independent Ria Investment Related: Yes Hours: 150 Securities Trading Hours: 150 Start Date: 09/14/2019 Address: 5582 West Henrietta Road.
Horizon Advisory Services, Inc.'s firm-level Form ADV reports 9 advisors across 3 offices; approximately 81.6 clients per advisor, average assets per client of $695,110, and regulatory AUM of $510.2M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.
PortfolioFuture's firm-level 13F analysis covers $223.1M across 14 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jonathan Frank Blazick personally.
Reported ETF positions
Horizon Advisory Services reports 14 ETF positions worth $223.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| FTCE — First Trust New Constructs Core Earnings Leaders ETF | $50.7M |
| RDVY — First Trust Rising Dividend Achievers ETF | $42.4M |
| JEPI — JPMorgan Equity Premium Income ETF | $36.3M |
| HGER — Harbor All-Weather Inflation Focus ETF | $34.2M |
| IBTG — iShares iBonds Dec 2026 Term Treasury ETF | $20.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Horizon Advisory Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $292.1K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $292.1K | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | EFA — iShares MSCI EAFE ETF | $649.3K | Top 95.3% | Residual alpha 0.00% · Residual Sharpe 0.00 |
| Diversification Benefits | HGER — Harbor All-Weather Inflation Focus ETF | $34.2M | Top 90.4% | Replicability (R²) 86.2% · Residual Sharpe 0.19 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Horizon Advisory Services, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Location
5582 West Henrietta Road, West Henrietta, NY 14586
7 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 585-334-3600
- Website: horizonfinancial.net
Official record
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