Jonathan Vogel has been Partner / Vice President / Chief Compliance Officer of RetireWise Tax and Wealth Advisors since January 2017, is a control person of the firm and directly owns between 50% and 75% of it. Jonathan Vogel holds a Bachelor's degree from Friends University. Jonathan Vogel studied at Midwestern Baptist Theological Seminary.
Retirewise Tax and Wealth Advisors, Inc. is a Topeka, KS firm with $243M under management, 294 clients and 7 advisers across 2 offices, as of its March 2026 filing.
Jon Vogel is Financial Advisor and Partner of RetireWise Tax and Wealth Advisors, Inc. His career with the firm began while he was earning his bachelor's degree at Friends University, working as a Financial Technician. He returned to the firm in 2013 and has since climbed the ranks to Partner, building an in-house team of financial, tax, and estate planning professionals.
Jonathan Vogel’s longest registration is the current one, 10 years at RetireWise Tax and Wealth Advisors since 2016. Before joining RetireWise Tax and Wealth Advisors in 2016, Jonathan Vogel was registered through Ae Wealth Management, LLC and On Investment Management Co.
- – present · 10 yearsTopeka, KS · Adviser representative · Firm CRD 284394
- Ae Wealth Management, LLC– · under a yearTopeka, KS · Adviser representative · Firm CRD 282580
- On Investment Management Co– · 1 yearTopeka, KS · Adviser representative · Firm CRD 105662
- On Investment Management Co– · under a yearTopeka, KS · Adviser representative · Firm CRD 105662
Investment adviser representative registrations
Jonathan Vogel is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2016; the most recent is Texas, in October 2016.
- KansasSince 20 September 2016
- TexasResidentSince 7 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 5 June 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 March 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 March 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jonathan Michael Vogel
- CRD
- 6163358
- Firm
- RetireWise Tax and Wealth Advisors · CRD 284394
- Role
- Partner / Vice President / Chief Compliance Officer
- Office
- 2820 SW MISSION WOODS DRIVE, Topeka, KS 66614
- Registration
- Investment adviser registration
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- retirewisepath.com
Where does Jonathan Vogel work?
Jonathan Vogel has been Partner / Vice President / Chief Compliance Officer of Retirewise Tax and Wealth Advisors, Inc. since January 2017, and is a control person of the firm.
Is Jonathan Vogel a financial advisor?
Yes. Jonathan Vogel has a current investment-adviser registration in Kansas and Texas, through RetireWise Tax and Wealth Advisors since September 2016.
How many years of experience does Jonathan Vogel have?
Jonathan Vogel has 11 years in the financial industry, since November 2014, across 3 adviser firms.
What exams has Jonathan Vogel passed?
Jonathan Vogel has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in March 2013. FINRA credited Jonathan Vogel with the SIE, which began in October 2018.
Where did Jonathan Vogel work before RetireWise Tax and Wealth Advisors?
Before RetireWise Tax and Wealth Advisors, Jonathan Vogel was registered through On Investment Management Co, March 2015 to April 2016; On Investment Management Co, September 2014 to December 2014.
Where is Jonathan Vogel based?
Jonathan Vogel’s registered office is in Topeka, KS.
Is Jonathan Vogel registered with FINRA?
No. Jonathan Vogel has no current broker registration.
How can I verify Jonathan Vogel’s record?
Search CRD 6163358 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Vogel’s full registration record.
