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John David Vogelzang

Advisory Services Network

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About John David Vogelzang

John Vogelzang is an investment advisor representative registered with the state of New Jersey and associated with Advisory Services Network. John is a financial professional with a wide range of experience in the financial services industry. John holds Series 7 and Series 66 licenses and is a Registered Investment Advisor with the state of New Jersey.

Firm Information

John Vogelzang is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Vogelzang’s Registration & Firm History

NJ

03/31/2023 - Present

Advisory Services Network (OCEANPORT NJ)

NJ

08/31/2022 - 03/10/2023

PURSHE KAPLAN STERLING INVESTMENTS (Red Bank NJ)

NY

07/03/2017 - 04/20/2022

CHARLES SCHWAB & CO., INC. (Manhasset NY)

NJ

02/10/2017 - 06/21/2017

PURSHE KAPLAN STERLING INVESTMENTS (Red Bank NJ)

NJ

04/29/2016 - 08/31/2016

MSI FINANCIAL SERVICES, INC. (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 05/02/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John David Vogelzang.
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