Jacques Fogel, financial advisor Fletcher NC

Jacques Fogel

CRD Number: 2918946
Current Firm: Fogel Investment Advisory Group, Inc.

Jacques Fogel (CRD# 2918946) is an Investment Advisor Representative working at Fogel Investment Advisory Group, Inc. in Fletcher, NC and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Fogel Investment Advisory Group Fletcher, NC Apr 2007 - Current 16
Purshe Kaplan Sterling Investments Albany, NY Apr 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Apr 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jacques J. Fogel
Phone Number: 828-768-5225
Registered State(s):
  • NC
Current Firm Details
Fogel Investment Advisory Group, Inc.
Firm's CRD Number: 143770
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $333,152
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

NC

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