This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STRATEGIC ASSET MANAGEMENT LLC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 12, 1992earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Oct 12, 1992

First registration

Aug 27, 2014

Dual registered

no

Other names

JON HORICK

IAPD individual key

2261282

• Occurred

  Jul 15, 2025
  Advisor changed firm

  Jonathan Paul Horick left M Holdings Securities, Inc. for Strategic Asset Management Llc. (registered 2025-07-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e93ade09-271a-e7c7-54b7-f8a6532e99a5

First observed

Aug 27, 2014

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.