JM
Jason Mitchell, CFP®
Senior Wealth Advisor · Horizon Capital
2h · 🌐
🎯 REFLECTING ON A GREAT YEAR 🎯

As we close out 2024, I'm incredibly proud of what our team and clients accomplished.

Many of our clients saw their portfolios reach new highs, despite market volatility in Q1 and Q3.

Our investment committee met 47 times to actively monitor positions. We made over 200 tactical adjustments across client portfolios.

Thank you to all our clients for your continued trust!

#InvestmentManagement #2024Review

👍 ❤️ 42 8 comments
⚡ Run Social Post Audit
Social Post Auditor
Analyzing 829 chars · LinkedIn
✓
Promissory language scan
✓
Testimonial & endorsement check
✓
Performance claims detection
✓
Disclosure requirements analysis
⚠ 2 violations found — Needs Review
Social Media Post Audit ✓ Completed Needs Review
LinkedIn · 17/02/2026 · 829 characters
Publication Risk
High
Do not publish
Critical
0
violations
High Priority
2
violations
Post Type
Testimonial
medium risk
⊘ Compliance Violations 2
HIGH SEC Rule 206(4)–1(a)(5)
Required disclosure missing
Add: "Results are not typical and may not be representative of all clients"
HIGH SEC Rule 206(4)–1(a)(5)
Required disclosure missing
Add: "Past performance does not guarantee future results"
✓ Suggested Compliant Version 📋 Copy

🎯 REFLECTING ON A GREAT YEAR 🎯

As we close out 2024, I'm proud of what our team and clients accomplished together.

Many of our clients saw portfolios reach new highs, despite Q1 and Q3 volatility.

Results are not typical and may not be representative of all clients. Past performance does not guarantee future results.

Changes Made: Added required risk disclosures
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