# JEFFRY ALAN VOGEL

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..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RETIREWISE TAX AND WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/284394) | 2016-09-20 | present | Yes |
| [AE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/282580) | 2016-05-02 | 2017-01-11 | — |
| [ON INVESTMENT MANAGEMENT CO](https://search.stillhousedata.com/firm/105662) | 2008-02-04 | 2016-05-11 | — |
| [CAPITAL PORTFOLIO MANAGEMENT L.L.C.](https://search.stillhousedata.com/firm/127372) | 2003-09-30 | 2008-03-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1633200)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1633200.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.