Jonathan R. Vogel

HORIZON WEALTH

DENVER, CO 80246

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CRD#: 6331836

Professional summary

Jonathan Richard Vogel, CFP®, who also goes by Jack Vogel, is a registered financial advisor currently at HORIZON WEALTH located in Denver, Colorado.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jonathan has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Vogel

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) Insurance Agent. Various carriers. Not investment related. Time spent= less than 10% per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Richard Vogel's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

November 27, 2024 - Present

HORIZON WEALTH

Office #1: 650 S. Cherry St. Ste 825, Denver, CO 80246

RIA

CRD#: 333752

DENVER, CO

Past

April 10, 2023 - February 20, 2025

IMPACT PARTNERSHIP WEALTH, LLC

RIA

CRD#: 313928

Denver, CO

Past

September 17, 2018 - January 30, 2023

LARSON FINANCIAL GROUP, LLC

RIA

CRD#: 140599

Denver, CO

Past

May 14, 2018 - January 30, 2023

LARSON FINANCIAL SECURITIES, LLC

CRD#: 152517

CHESTERFIELD, MO

Past

October 5, 2017 - December 14, 2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

ST. LOUIS, MO

Past

August 24, 2015 - January 17, 2017

SCOTTRADE, INC.

CRD#: 8206

ST LOUIS, MO

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

Colorado
(11/27/2024)

IAR

Missouri
(1/7/2025)

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 66

Date: 12/22/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/17/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/24/2015

General Securities Representative Examination

Current Firm

HORIZON WEALTH

HORIZON WEALTH | VISION WEALTH | HW TAX STRATEGIES | HORIZON WEALTH INVESTMENT SOLUTIONS LLC

CRD#: 333752 / SEC#: 801-134662

Colorado

Registered Investment Advisory firm - (11/27/2024 Approved)

Missouri

Registered Investment Advisory firm - (1/7/2025 Approved)

Oregon

Registered Investment Advisory firm - (3/20/2025 Approved)

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Contact information

Main Address

650 S. Cherry St. Ste 825, Denver, CO 80246

Mailing Address

Phone number

(303) 777-7124

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (9/30/2025)

WRAP BROCHURE (9/30/2025)

Regulatory assets under management

Total Number of Accounts	493
AUM (Assets Under Management)	$ 101,116,187

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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Advisor Monitoring

Firm Stability Insights

Jonathan R. Vogel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Richard Vogel's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMPACT PARTNERSHIP WEALTH, LLC

LARSON FINANCIAL GROUP, LLC

LARSON FINANCIAL SECURITIES, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

SCOTTRADE, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2017

Series 63

Date: 9/17/2015

SIE

Date: 10/1/2018

Series 7

Date: 8/24/2015

Current Firm

HORIZON WEALTH

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HORIZON WEALTH

TRUST BUT VERIFY

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