JEFFRY ALAN VOGEL is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with RETIREWISE TAX AND WEALTH ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| RETIREWISE TAX AND WEALTH ADVISORS, INC. | 2016-09-20 | present | Yes |
| AE WEALTH MANAGEMENT, LLC | 2016-05-02 | 2017-01-11 | — |
| ON INVESTMENT MANAGEMENT CO | 2008-02-04 | 2016-05-11 | — |
| CAPITAL PORTFOLIO MANAGEMENT L.L.C. | 2003-09-30 | 2008-03-05 | — |