Jonathan
Vogel
Impact Partnership Wealth, LLC
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About this Advisor
Jonathan Vogel is a financial advisor based in Marietta, Georgia, working with Impact Partnership Wealth, LLC. Jonathan has previously held positions at Scotttrade, Enterprise Rent-A-Car, Edward Jones, Stifel Nicolaus & Co Inc, Larson Financial Securities, LLC, Summit Wealth Strategies, University Of Missouri - Columbia, Impact Partnership Wealth LLC, and Blair Financial, Inc Dba Horizon Wealth. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Jonathan is part of Impact Partnership Wealth, LLC, which operates out of Marietta, Georgia. The firm has 49 offices and 54 employees. The firm manages assets totaling $751.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Impact Partnership Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Impact Partnership Wealth, LLC Brokerage Details
$751,621,346
54
7,527
$99,857
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jonathan Vogel Work History
Summit Wealth Strategies
Impact Partnership Wealth LLC
Blair Financial, Inc Dba Horizon Wealth
Larson Financial Securities, LLC
Stifel Nicolaus & Co Inc
Scotttrade
Edward Jones
Enterprise Rent-A-Car
University Of Missouri - Columbia
Disclosures
Please visit the SEC profile of Jonathan Vogel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Impact Partnership Wealth, LLC
Denver, CO
Egg Harbor Twp, NJ
Alexandria, VA
Marietta, GA
Leander, TX
Marietta, GA
Marietta, GA
Plano, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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