Profile
Mr. James Horton is a Principal at Albion Capital Management LLC (Doing Business as Andina Capital Management LLC).
He began his professional and financial services career in 1999 at Morgan Stanley Dean Witter where he executed online option strategies for the “Private Client” division.
In 2000, he became associated with Merrill Lynch as a Financial Advisor and Associate Vice President.
While at Merrill Lynch, Mr. Horton specialized in institutional investments and liability management for his clients.
Mr. Horton left Merrill Lynch in 2002 and co-founded Alta Financial Group, LLC (2003-2004).
In 2005, Mr. Horton began to focus his time in the research and development of charter school facilities.
He has founded and operated Charter Solutions CSLA, LLC (2007-Present), and Hoback Investments, LLC (2009-Present).
Mr. Horton studied Business and English at Brigham Young University, attaining a Bachelor of Arts (English) in 1998.
He also received a DipFS (Master Diploma in Finance) from the University of Oxford.
Mr. Horton is FINRA Series 65 (Uniform Investment Advisor Law Examination) examination qualified.
Former positions of Jim Aaron Horton
| Companies | Position | End |
|---|---|---|
Andina Capital Management LLC
 Andina Capital Management LLC Investment ManagersFinance Andina Capital Management LLC (dba Andina Family Offices) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lehi, Utah. The firm was co-founded by Eric Barlow and J. Brett Belliston in 2009. They provide comprehensive planning, investing and reporting services to high-net-worth families, individuals and business owners. | Corporate Officer/Principal | 2013-05-31 |
Sofara, Inc.
 Sofara, Inc. Investment ManagersFinance Sofara, Inc. is a financial group that provides investment and retirement advice to individuals and employers. The private company is based in San Jose, CA and was founded by Jim Aaron Horton. The company is a fiduciary, meaning their advisors prioritize the best interests of their clients. Sofara offers customized strategies for saving and investing, with low fees and a variety of investment products tailored to individual situations. The company also specializes in retirement income planning, helping clients create long-term income strategies based on their needs. | Founder | 2004-12-30 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 2002-12-30 |
| Morgan Stanley Dean Witter | Corporate Officer/Principal | - |
1-800 Pharmacy, Inc.
 1-800 Pharmacy, Inc. Drugstore ChainsRetail Trade 1-800-Pharmacy, Inc. provides online pharmacy and cosmetic products. It offers prescription drugs, health and beauty, personal care, wellness and supplements products. The company was founded by Jonathan Tanner in September 2006 and is headquartered in Saratoga, CA. | Director/Board Member | - |
Training of Jim Aaron Horton
| Brigham Young University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
1-800 Pharmacy, Inc.
1-800 Pharmacy, Inc. Drugstore ChainsRetail Trade 1-800-Pharmacy, Inc. provides online pharmacy and cosmetic products. It offers prescription drugs, health and beauty, personal care, wellness and supplements products. The company was founded by Jonathan Tanner in September 2006 and is headquartered in Saratoga, CA. | Retail Trade |
| Morgan Stanley Dean Witter | Finance |
Sofara, Inc.
Sofara, Inc. Investment ManagersFinance Sofara, Inc. is a financial group that provides investment and retirement advice to individuals and employers. The private company is based in San Jose, CA and was founded by Jim Aaron Horton. The company is a fiduciary, meaning their advisors prioritize the best interests of their clients. Sofara offers customized strategies for saving and investing, with low fees and a variety of investment products tailored to individual situations. The company also specializes in retirement income planning, helping clients create long-term income strategies based on their needs. | Finance |
Andina Capital Management LLC
Andina Capital Management LLC Investment ManagersFinance Andina Capital Management LLC (dba Andina Family Offices) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lehi, Utah. The firm was co-founded by Eric Barlow and J. Brett Belliston in 2009. They provide comprehensive planning, investing and reporting services to high-net-worth families, individuals and business owners. | Finance |
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