Johnathan James Vogel

Employer firm

Investment Management Group CRD 122166

$5.24B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• ASSET/LIABILITY MODELING USING A THIRD PARTY MODEL / PROVIDE INVESTMENT RECOMMENDATIONS VIA AN AUTOMATED INVESTEMNT PROGRAM

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

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

Current Employers

Employment History

• 05/2017 → 08/2017
  Yellowstone Bank
  Billings, MT
• 05/2015 → 08/2016
  Grassmasters Lawn Care
  Billings, MT
• 08/2014 → 05/2018
  Montana State University
  Bozeman, MT
• 05/2018 → 04/2021
  Morgan Stanley
  Billings, MT
• 09/2018 → 04/2021
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 05/2021 → Present
  Stockman Wealth Management
  Billings, MT

Previous Registrations

• 2018-08-28 → 2021-05-11
  Morgan Stanley
  Billings, MT

Exams

• S66 Uniform Combined State Law Examination
  2018-08-27

Other Names

• Johnathan James Vogel
• John James Vogel