VOGEL JEFFREY ALAN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. VOGEL JEFFREY ALAN appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | RETIREWISE TAX AND WEALTH ADVISORS, INC. | PARTNER / PRESIDENT | TOPEKA, KS |
| — | Form ADV | MONTAG & CALDWELL LLC | MANAGING PRINCIPAL AND PORTFOLIO MANAGER | ATLANTA, GA |
| — | Form ADV | INVESTMENT ADVISORS OF INDIANAPOLIS INC | EXECUTIVE VICE PRESIDENT | INDIANAPOLIS, IN |
| — | Form ADV | JOLLEY ASSET MANAGEMENT, LLC | MEMBER | ROCKY MOUNT, NC |