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Detailed Report
JOHN DAVID VOGELZANG
JACK VOGELZANG, John David VOGELZANG, Jack David Vogelzang, John Vogelzang
CRD#: 6321366
IA
Investment Adviser
B
Broker
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.CRD#: 134139 Oceanport, NJ
CAMBRIDGE INVESTMENT RESEARCH, INC.CRD#: 39543 Oceanport, NJ
Registration History
201620172018201920202021202220232024202520262 FIRMS2017 - 2022 (4 years)2 FIRMS2022 - 2023 (<1 year)2 FIRMS2025 - Present (<1 year)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2017 - 2017 (<1 year)BMSI FINANCIAL SERVICES, INC. (CRD# 14251)2016 - 2016 (<1 year)IAADVISORY SERVICES NETWORK (CRD# 146051)2023 - 2025 (1 year)
License(s)

State Registrations

B
New Jersey 2/3/2025
IA
New Jersey 2/4/2025

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. (CRD#:134139)
Oceanport, NJ
Registered with this firm since 2/4/2025
B
CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543)
Oceanport, NJ
Registered with this firm since 2/3/2025
Previous Registration(s)
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 03/31/2023 - 02/10/2025 ADVISORY SERVICES NETWORK (CRD#:146051) OCEANPORT, NJ
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 08/10/2022 - 03/23/2023 SMALLWOOD WEALTH MANAGEMENT (CRD#:288663) RED BANK, NJ
B
 08/31/2022 - 03/10/2023 PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747) Red Bank, NJ
IA
 07/06/2017 - 04/20/2022 CHARLES SCHWAB & CO., INC. (CRD#:5393) Manhasset, NY
B
 07/03/2017 - 04/20/2022 CHARLES SCHWAB & CO., INC. (CRD#:5393) Manhasset, NY
B
 02/10/2017 - 06/21/2017 PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747) Red Bank, NJ
B
 04/29/2016 - 08/31/2016 MSI FINANCIAL SERVICES, INC. (CRD#:14251) PRINCETON, NJ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.