Jeffrey P. Vogan

PREMIERE WEALTH ADVISORS

Tucson, AZ 85718

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CRD#: 1814589

Professional summary

Jeffrey Paul Vogan, who also goes by Jeff Paul Vogan, is a registered financial advisor currently at PREMIERE WEALTH ADVISORS, LLC located in Tucson, Arizona.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Jeffrey has worked at 11 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Paul Vogan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)PREMIERE ADVANTAGE, INC. 1201 S ALMA SCHOOL RD STE 7550 MESA AZ 85210. PRESIDENT SINCE 1993. INVEST-RELATED BUSINESS. ESTATE PLANNING, ADVISOR, SALES & SRVC OF FIXED FINANCIAL PRODUCTS. (Premier Retirement Planning DBA of Premier Advantage) AMERICAN FINANCIAL EDUCATION ALLIANCE (AFEA) NON PROFIT EDUCATION PROGRAMS VOLUNTEER/TUCSON CHAPTER PRESIDENT SINCE 07/01/2018 10 HRS PER MONTH NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Paul Vogan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 14, 2018 - Present

PREMIERE WEALTH ADVISORS, LLC

Office #1: 1715 East Skyline Drive Suite 101, Tucson, AZ 85718

RIA

CRD#: 294893

Tucson, AZ

Past

November 18, 2015 - December 3, 2018

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

MESA, AZ

Past

January 21, 2010 - November 6, 2015

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

MESA, AZ

Past

January 8, 2005 - June 27, 2005

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

May 15, 2003 - January 21, 2005

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

June 5, 2002 - July 29, 2003

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

MESA, AZ

Past

May 3, 2002 - May 22, 2003

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Past

May 4, 2000 - May 2, 2002

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

April 8, 1998 - May 4, 2000

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

November 21, 1997 - April 8, 1998

THE INVESTMENT CENTER, INC.

CRD#: 17839

BEDMINSTER, NJ

Past

March 13, 1991 - July 24, 1991

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

March 22, 1988 - March 20, 1989

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

DENVER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(11/14/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/25/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/21/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/18/1997

General Securities Representative Examination

Current Firm

PREMIERE WEALTH ADVISORS, LLC

PREMIERE RETIREMENT PLANNING & WEALTH MANAGEMENT | PREMIERE WEALTH ADVISORS, LLC

CRD#: 294893 / SEC#:

Arizona

Registered Investment Advisory firm - (11/14/2018 Approved)

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Contact information

Main Address

1715 East Skyline Drive Suite 101, Tucson, AZ 85718

Mailing Address

Phone number

(520) 780-9059

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey P. Vogan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Paul Vogan's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORTER INVESTMENT MANAGEMENT, LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

PRINCIPAL SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

CETERA ADVISORS LLC

AMERITAS INVESTMENT COMPANY, LLC

THE INVESTMENT CENTER, INC.

PRINCIPAL SECURITIES, INC.

THE STUART-JAMES COMPANY, INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 11/25/2008

Series 63

Date: 11/21/1997

Series 7

Date: 11/18/1997

Current Firm

PREMIERE WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

PREMIERE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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