Jonathan Vogel has been an investment adviser representative at Horizon Wealth Investment Solutions since November 2024, and is not listed among the firm’s executive officers or direct owners.
Horizon Wealth Investment Solutions LLC is a Denver, CO firm with $147M under management, 163 clients and 4 advisers across 3 offices, as of its July 2026 filing.
Jonathan Vogel’s longest registration was 4 years at Larson Financial Group, LLC (2018–2023). Before joining Horizon Wealth Investment Solutions in 2024, Jonathan Vogel was registered through Impact Partnership Wealth, LLC and Larson Financial Group, LLC.
- Impact Partnership Wealth, LLC– · 1 yearDenver, CO · Adviser representative · Firm CRD 313928
- Larson Financial Group, LLC– · 4 yearsDenver, CO · Adviser representative · Firm CRD 140599
Investment adviser representative registrations
Jonathan Vogel is registered as an investment adviser representative in Colorado, since November 2024.
- ColoradoSince 27 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 9 January 2026 |
| Series 66 | Uniform Combined State Law Examination | 22 December 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 September 2015 |
| Series 7 | General Securities Representative Examination | 24 August 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Richard Vogel
- CRD
- 6331836
- Firm
- Horizon Wealth Investment Solutions · CRD 333752
- Office
- 650 S. CHERRY ST., STE 825, Denver, CO 80246
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jonathan Vogel work?
Jonathan Vogel is an investment adviser representative registered through Horizon Wealth Investment Solutions LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Vogel a financial advisor?
Yes. Jonathan Vogel has a current investment-adviser registration in Colorado, through Horizon Wealth Investment Solutions since November 2024.
How many years of experience does Jonathan Vogel have?
Jonathan Vogel has 9 years in the financial industry, since December 2016, across 3 adviser firms.
What exams has Jonathan Vogel passed?
Jonathan Vogel has passed 4 licensing exams: the Series 7, Series 63, Series 66 and SIE. The earliest, the Series 7, was passed in August 2015.
Where did Jonathan Vogel work before Horizon Wealth Investment Solutions?
Before Horizon Wealth Investment Solutions, Jonathan Vogel was registered through Larson Financial Group, LLC, September 2018 to January 2023.
Where is Jonathan Vogel based?
Jonathan Vogel’s registered office is in Denver, CO.
Is Jonathan Vogel registered with FINRA?
Yes. Jonathan Vogel has a current broker registration, under CRD 6331836.
Source: FINRA BrokerCheck
How can I verify Jonathan Vogel’s record?
Search CRD 6331836 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jonathan Vogel’s full registration record.
