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Johnathan James Vogel

Investment Management Group

Billings, MT

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Current Employers
Investment Management Group

2700 King Ave. W, Billings, MT 59102 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2021-05-05
  • MT RA
    APPROVED
    Since 2021-05-05

Branch Locations

2700 King Ave. W, Billings, MT 59102 • 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
Yellowstone Bank Billings MT 05/2017 08/2017
Grassmasters Lawn Care Billings MT 05/2015 08/2016
Montana State University Bozeman MT 08/2014 05/2018
Morgan Stanley Billings MT 05/2018 04/2021
Morgan Stanley Private Bank, N.A. New York NY 09/2018 04/2021
Stockman Wealth Management Billings MT 05/2021 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-27
  • S66 Uniform Combined State Law Examination
    2018-08-27
Other Names
  • Johnathan James Vogel
  • John James Vogel

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CWM, LLC
EDWARD JONES
ALLIED INVESTMENT ADVISORS LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

ROBERT CHARLES BECK
BRIAN STEPHEN LETHERT
Matthew Innecken Stroud
Hayley Ries
RONNA MARIE VOGES
CARSON DELMAR QUINNELL
NATHAN MICHAEL FISK
REED JOSEPH MCELYEA

Other Offices

LPL FINANCIAL LLC · BILLINGS, MT
U.S. BANCORP ADVISORS, LLC · Billings, MT
AMERIPRISE FINANCIAL SERVICES, LLC · BILLINGS, MT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Billings, MT
AMERIPRISE FINANCIAL SERVICES, LLC · BILLINGS, MT
CWM, LLC · Billings, MT
EDWARD JONES · BILLINGS, MT
ALLIED INVESTMENT ADVISORS LLC · BILLINGS, MT

More in Billings, MT

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