John David Vogelzang

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 02/2017 → 06/2017
  Purshe Kaplan Sterling Investments
  Red Bank, NJ
• 06/2017 → 04/2022
  Charles Schwab & Co., Inc.
  Manhasset,, NY
• 06/2017 → 04/2022
  Charles Schwab Bank, Ssb
  Manhasset, NY
• 06/2022 → 11/2023
  Computershare
  New York, NY
• 07/2022 → 03/2023
  Smallwood Wealth Investment Management
  Red Bank, NJ
• 08/2016 → 02/2017
  Na
  Red Bank, NJ
• 08/2022 → 03/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 03/2023 → 02/2025
  Advisory Services Network, Llc
  Atlanta, GA
• 02/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2023-03-31 → 2025-02-10
  Advisory Services Network
  Oceanport, NJ
  Atlanta, GA
• 2022-08-10 → 2023-03-23
  Smallwood Wealth Management
  Red Bank, NJ
• 2017-07-06 → 2022-04-20
  Charles Schwab & Co., Inc.
  Forest Hills, NY
  New York City, NY
  Manhasset, NY
  New York City, NY

Other Businesses

1) SHORE ADVISORS, 19 Bungalow Place, Oceanport NJ 07757, 02/2025, IAR, DBA NAME, INV REL, 160 HR/MO - 130 HR/MO TRADING. 2) INSURANCE AGENT, 19 Bungalow Place, Oceanport NJ 07757, 02/2025, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 160 HR/MO - 130 HR/MO TRADING. 3) BESTX LTD., 600 College Road East, Princeton NJ 08540, 04/2024, 1099 CONTRACTOR, TECH SERVICES, NIR, 40 HR/MO - 20 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 02/2025, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO- 80 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-02

Other Names

• John David Vogelzang
• John Vogelzang
• Jack Vogelzang
• Jack David Vogelzang