Jeffrey Paul Vogan

Employer firm

Premiere Wealth Advisors, LLC CRD 294893

$50.0M regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1994 → Present
  Premiere Advantage, Inc.
  Mesa, AZ
• 03/2004 → Present
  Premiere Retirement Planning & Wealth Management
  Phoenix, AZ
• 11/2015 → 12/2018
  Horter Investment Management
  Cincinnati, OH
• 04/2018 → Present
  Premiere Wealth Advisors, Llc
  Tucson, AZ

Previous Registrations

• 2015-11-18 → 2018-12-03
  Horter Investment Management, Llc
  Mesa, AZ
  Oro Valley, AZ
  Cincinnati, OH
  Tucson, AZ
  Tucson, AZ
• 2010-01-21 → 2015-11-06
  Brookstone Capital Management Llc
  Mesa, AZ
  Wheaton, IL
• 2002-06-05 → 2003-07-29
  1St Global Advisors Inc
  Mesa, AZ

Other Businesses

(1)PREMIERE ADVANTAGE, INC. 1201 S ALMA SCHOOL RD STE 7550 MESA AZ 85210. PRESIDENT SINCE 1993. INVEST-RELATED BUSINESS. ESTATE PLANNING, ADVISOR, SALES & SRVC OF FIXED FINANCIAL PRODUCTS. (Premier Retirement Planning DBA of Premier Advantage) AMERICAN FINANCIAL EDUCATION ALLIANCE (AFEA) NON PROFIT EDUCATION PROGRAMS VOLUNTEER/TUCSON CHAPTER PRESIDENT SINCE 07/01/2018 10 HRS PER MONTH NOT INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-25
• S63 Uniform Securities Agent State Law Examination
  1997-11-21

Other Names

• Jeff Paul Vogan