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Jennifer Englert Vogler

HIGH FALLS ADVISORS, INC.·ROCHESTER, New York
Clean record4 years registeredHIGH FALLS ADVISORS, INC.
180 SOUTH CLINTON AVE, ROCHESTER, NY 14604CRD# 5043110Firm CRD# 108678

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Englert Vogler · ROCHESTER, NY
Registration
CRD #5043110 · HIGH FALLS ADVISORS, INC. · 4 years registered
Brand Profile
Not yet started
01

Career History

Sep 2021present
02

Registrations & Exams

Registration record
First registered · September 4, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HIGH FALLS ADVISORS, INC.
CRD 108678 · SEC 801-34161
AUM
$521M
Regulatory assets under management
Employees
17
1,704 client accounts
Services offered by HIGH FALLS ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Jennifer Englert Vogler offer?
Jennifer Englert Vogler specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.
What are Jennifer Englert Vogler's credentials?
Jennifer Englert Vogler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Englert Vogler located?
Jennifer Englert Vogler is based in ROCHESTER, New York, working with HIGH FALLS ADVISORS, INC.. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Jennifer Englert Vogler charge for services?
Jennifer Englert Vogler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGH FALLS ADVISORS, INC.?
HIGH FALLS ADVISORS, INC. has approximately 17 employees and manages $521M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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