Jonathan Vogel
Jonathan Vogel is a CFP-designated registered investment advisor at Emerson Equity LLC, based in Denver, CO, with 9 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 620 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable with a maximum fee of 2.5% charged annually (billed quarterly at up to 0.625% per quarter).
Fee Estimator
Location
650 S. Cherry St., Ste 825, Denver, CO, 80246
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan works as an insurance agent for various carriers, dedicating about 10% of his time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Emerson Equity LLCBroker
Horizon Wealth
Previous Registrations
Impact Partnership Wealth, LLC
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Scottrade, INC.Broker
State Registrations1 state
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
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