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Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-31
  • NY RA
    APPROVED
    Since 2026-08-31

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

180 S Clinton Ave Suite 300, Rochester, NY 14604 • United States

High Falls Advisors, Inc.

180 South Clinton Ave Suite 300, Rochester, NY 14604 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-04
  • NY RA
    APPROVED
    Since 2021-09-04

Branch Locations

180 South Clinton Ave Suite 300, Rochester, NY 14604 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Law Office Of Jennifer Vogler Rochester NY 01/2000 Present
High Falls Advisors, Inc. Rochester NY 07/2005 08/2026
Allworth Financial, L.P. Rochester NY 08/2026 Present
Other Businesses

Law Office of Jennifer Vogler; Not Investment Related; 180 South Clinton Ave., Suite 300, Rochester, NY 14604; Solo Part-Time Law Practice; Owner/Attorney; 5 hours per week; 5 hours per week during trading hours; Attorney focused on estate planning and real estate.

Other Names
  • Jennifer M Englert
  • Jennifer Marie Englert

View on SEC IAPD

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