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JV

Johnathan J. Vogel

INVESTMENT MANAGEMENT GROUP
BILLINGS, MT 59102
Some features on this profile are disabled
CRD#: 6782553
JV

Professional summary

Johnathan James Vogel, who also goes by John James Vogel, Johnathan James Vogel, is a registered financial advisor currently at INVESTMENT MANAGEMENT GROUP located in Billings, Montana.

Johnathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Johnathan has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John James Vogel | Johnathan James 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 Johnathan James 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®
None

Experience

Current

May 5, 2021 - Present

INVESTMENT MANAGEMENT GROUP

Office #1: 2700 King Ave. W, Billings, MT 59102
RIA
CRD#: 122166
BILLINGS, MT
Past

August 28, 2018 - May 11, 2021

MORGAN STANLEY

RIA
CRD#: 149777
BILLINGS, MT
Past

June 19, 2018 - May 10, 2021

MORGAN STANLEY

BD
CRD#: 149777
BILLINGS, MT

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".
IM
INVESTMENT MANAGEMENT GROUP
ANNACO INVESTMENT MANAGEMENT | STOCKMAN WEALTH MANAGEMENT, INC. | STOCKMAN WEALTH MANAGEMENT | STOCKMAN ASSET MANAGEMENT, INC. | INVESTMENT MANAGEMENT GROUP

CRD#: 122166 / SEC#: 801-61567

RIA
Registered Investment Advisory firm - (11/8/2002 Approved)

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
Montana
(5/5/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/27/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/10/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/19/2018
General Securities Representative Examination

Current Firm

IM
INVESTMENT MANAGEMENT GROUP
ANNACO INVESTMENT MANAGEMENT | STOCKMAN WEALTH MANAGEMENT, INC. | STOCKMAN WEALTH MANAGEMENT | STOCKMAN ASSET MANAGEMENT, INC. | INVESTMENT MANAGEMENT GROUP

CRD#: 122166 / SEC#: 801-61567

RIA
Registered Investment Advisory firm - (11/8/2002 Approved)
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Contact information

Main Address
2700 King Ave. W, Billings, MT 59102
Mailing Address
P.o. Box 80850, Billings, MT 59108
Phone number
(406) 655-3960
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/14/2026)

Regulatory assets under management

Total Number of Accounts3,098
AUM (Assets Under Management)$ 5,235,996,694

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.

Company Information

INVESTMENT MANAGEMENT GROUP

CRD#: 122166Billings, MT 59102

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