JV
JV

Jason Vogel

14 Years of Experience
Bloomfield Hills, MI
Broker

Jason Vogel is a registered investment advisor at Raymond James & Associates, INC., based in Bloomfield Hills, MI, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

39400 Woodward Ave, Suite 150, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
October 2022 - Present · 3 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2022 - Present · 3 yrs 7 mos
Raymond James & Associates, INC.
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Edward Jones
July 2016 - November 2022 · 6 yrs 4 mos
Edward JonesBroker
July 2016 - November 2022 · 6 yrs 4 mos
Morgan Stanley
April 2013 - August 2016 · 3 yrs 4 mos
Morgan StanleyBroker
March 2013 - August 2016 · 3 yrs 5 mos
Metlife Investors Distribution CompanyBroker
August 2010 - July 2012 · 1 yr 11 mos
State Registrations14 states
ALAZCAFLKYMAMIMONCNJOHSCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.