Jonathan Richard Vogel
Investment adviser representative at Horizon Wealth
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$147.2MFirm assets
Are you Jonathan Richard Vogel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Emerson Equity LLCDec 2025 to now
- Horizon WealthNov 2024 to now
- Horizon Wealth Investment Solutions, LLCOct 2024 to now
- Blair Financial, Inc dba Horizon WealthMar 2023 to Oct 2024
- Impact Partnership Wealth LLCMar 2023 to Oct 2024
- Summit Wealth StrategiesMar 2023 to May 2024
- Larson Financial Securities, LLCApr 2018 to Mar 2023
- UnemployedJan 2018 to Apr 2018
- Stifel Nicolaus & Co IncJan 2017 to Dec 2017
- ScotttradeJun 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CO).
Horizon Wealth
Legal name: Horizon Wealth Investment Solutions LLC
$147.2MAssets managed
163Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6331836
- Firm CRD
- 333752