Jonathan Richard Vogel

Current Employers

Employment History

• 06/2015 → 01/2017
  Scotttrade
  St. Louis, MO
• 01/2017 → 12/2017
  Stifel Nicolaus & Co Inc
  St. Louis, MO
• 04/2018 → 03/2023
  Larson Financial Securities, Llc
  St Louis, MO
• 03/2023 → 05/2024
  Summit Wealth Strategies
  Denver, CO
• 01/2018 → 04/2018
  Unemployed
  St. Louis, MO
• 03/2023 → 10/2024
  Impact Partnership Wealth Llc
  Marietta, GA
• 03/2023 → 10/2024
  Blair Financial, Inc Dba Horizon Wealth
  Denver, CO
• 10/2024 → Present
  Horizon Wealth Investment Solutions, Llc
  Denver, CO
• 12/2025 → Present
  Emerson Equity Llc
  San Mateo, CA

Previous Registrations

• 2023-04-10 → 2025-02-20
  Impact Partnership Wealth, Llc
  Denver, CO
  Marietta, GA
  Denver, CO
  Denver, CO
• 2018-09-17 → 2023-01-30
  Larson Financial Group, Llc
  St. Louis, MO
  Saint Louis, MO
  Chesterfield, MO
  Denver, CO
  Saint Louis, MO

Other Businesses

1) IMPACT PARTNERS WEALTH-INVESTMENT RELATED, 1688 WHITE CIRCLE, NW, MARIETTA, GA 30066, FIXED INDEXED ANNUITIES AND LIFE INSURANCE, INSURANCE AGENT, HELPING CLIENTS WITH THEIR POTENTIAL INSURANCE RELATED NEEDS., 24 HRS PER MONTH, 24 HRS PER MONTH DURING SECURITIES TRADING HOURS, 03/2023 2) HORIZON WEALTH-INVESTMENT RELATED, 650 SOUTH CHERRY STREET, SUITE 825, DENVER, CO 80246, REGISTERED INVESTMENT ADVISORY FIRM, INVESTMENT ADVISOR REPRESENTATIVE, PROVIDING FINANCIAL PLANNING AND INVESTMENT SOLUTIONS TO CLIENTS., 136 HRS PER MONTH, 136 HRS PER MONTH DURING SECURITIES TRADING HOURS, 03/2023 3) Emerson Equity - Investment Related. Registered representative affiliation for the purpose of executing commission based securities transactions when brokerage compensation is more appropriate than fee based advisory billing.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-22
• S63 Uniform Securities Agent State Law Examination
  2015-09-17

Designations

Other Names

• Jack Vogel