Investment adviser representative · Sjhl Financial Group
Roger C. Nagel
CRD 6998709 · Rio Rancho, NM
At a glance
Roger C. Nagel is an investment adviser representative with Sjhl Financial Group in Rio Rancho, NM, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Roger’s SEC record dates to 2018, about 8 years ago. Designations on file: Personal Financial Specialist.
Current advisory firm
- Sjhl Financial GroupSince May 2025Rio Rancho, NM · $175M in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Personal Financial Specialist
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Roger’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.