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 and EMERSON EQUITY LLC located in Denver, Colorado.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jonathan has worked at 7 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.

The advisor shows no other business activity.

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

Current

January 9, 2026 - Present

EMERSON EQUITY LLC

Office #1: 650 South Cherry Street Suite 825, Denver, CO 80246

RIA

CRD#: 130032

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

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HORIZON WEALTH

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

CRD#: 333752 / SEC#: 801-134662

RIA

Registered Investment Advisory firm - (11/19/2025 Approved)

Colorado

Registered Investment Advisory firm - (11/21/2025 Terminated)

Missouri

Registered Investment Advisory firm - (11/19/2025 Terminated)

Oregon

Registered Investment Advisory firm - (11/24/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Colorado
(11/27/2024)

Colorado
(1/13/2026)

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. Note: This rule does not apply to broker-dealer activity.

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: 1/9/2026

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/24/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

HORIZON WEALTH

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

CRD#: 333752 / SEC#: 801-134662

RIA

Registered Investment Advisory firm - (11/19/2025 Approved)

Colorado

Registered Investment Advisory firm - (11/21/2025 Terminated)

Missouri

Registered Investment Advisory firm - (11/19/2025 Terminated)

Oregon

Registered Investment Advisory firm - (11/24/2025 Terminated)

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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

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (2/10/2026)

PART 2A BROCHURE (2/10/2026)

Regulatory assets under management

Total Number of Accounts	485
AUM (Assets Under Management)	$ 147,239,402

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

EMERSON EQUITY LLC

IMPACT PARTNERSHIP WEALTH, LLC

LARSON FINANCIAL GROUP, LLC

LARSON FINANCIAL SECURITIES, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

SCOTTRADE, INC.

Primary Firm SEC Registration

HORIZON WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2017

Series 63

Date: 9/17/2015

SIE

Date: 1/9/2026

Series 7

Date: 8/24/2015

FINRA

Current Firm

HORIZON WEALTH

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HORIZON WEALTH

TRUST BUT VERIFY

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