Deena Jones has been an investment adviser representative at Fogel Capital Management since March 2019, and is not listed among the firm’s executive officers or direct owners.
Fogel Capital Management Inc is a Stuart, FL firm with $437M under management, 263 clients and 7 advisers in one office, as of its March 2026 filing.
- Fogel Capital Management IncCurrent– present · 7 yearsStuart, FL · Adviser representative · Firm CRD 108212
Investment adviser representative registrations
Deena Jones is registered as an investment adviser representative in Florida, since March 2019.
- FloridaSince 27 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 February 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Deena L Jones
- CRD
- 7044816
- Firm
- Fogel Capital Management · CRD 108212
- Office
- 453 RIVERSIDE DRIVE, Stuart, FL 34994
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Deena Jones work?
Deena Jones is an investment adviser representative registered through Fogel Capital Management Inc since March 2019, and is not listed among the firm’s executive officers or direct owners.
Is Deena Jones a financial advisor?
Yes. Deena Jones has a current investment-adviser registration in Florida, through Fogel Capital Management since March 2019.
How many years of experience does Deena Jones have?
Deena Jones has 7 years in the financial industry, since March 2019, across 1 adviser firm.
What exams has Deena Jones passed?
Deena Jones passed the Series 65 in February 2019.
Where is Deena Jones based?
Deena Jones’ registered office is in Stuart, FL.
Is Deena Jones registered with FINRA?
No. Deena Jones has no current broker registration.
How can I verify Deena Jones’ record?
Search CRD 7044816 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Deena Jones’ full registration record.
