Jonathan Fogle
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Jonathan Fogle Email & Phone Number

Location: Charlotte, North Carolina, United States 9 work roles 1 school
1 work email found @appstate.edu LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@appstate.edu
LinkedIn Profile matched
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Current company
Role
Associate
Location
Charlotte, North Carolina, United States
Company size

Who is Jonathan Fogle? Overview

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Quick answer

Jonathan Fogle is listed as Associate at Dimensional Fund Advisors, a company with 1743 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at appstate.edu and a matched LinkedIn profile for Jonathan Fogle.

Jonathan Fogle previously worked as Global Client Group Analyst at Dimensional Fund Advisors and Equity Analyst at The Bowden Investment Group. Jonathan Fogle holds Bachelor Of Science In Business Administration, Accounting & Finance And Banking from Walker College Of Business At Appalachian State University.

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{first}{last}@appstate.edu
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Profile bio

About Jonathan Fogle

Jonathan Fogle is a Associate at Dimensional Fund Advisors.

Current workplace

Jonathan Fogle's current company

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Dimensional Fund Advisors
Dimensional Fund Advisors
Associate
Charlotte, NC, US
Website
Employees
1743
AeroLeads page
9 roles

Jonathan Fogle work experience

A career timeline built from the work history available for this profile.

Equity Analyst

Boone, North Carolina, United States

  • Competitively selected as one of twelve members to actively manage an equity portfolio valued at nearly $300,000.
  • Conducted security research using Capital IQ & Morningstar to analyze company financials and growth prospects.
  • Developed dynamic three-statement financial models, constructed discounted cash flow analyses, and utilized both intrinsic and relative valuation techniques to value and identify potential investments for the portfolio.
  • Competed in the McGill Global Investment Competition, UGA Stock Pitch Competition, and the Quinnipiac Global Asset Management Education Forum/Competition.
May 2022 - May 2023

President

Boone, North Carolina, United States

  • Responsible for the day-to-day and internal operations of the Bowden Investment Fund and the Bowden Investment Group.
  • Worked closely with the Faculty Advisor and coordinated with the other managers to see that the duties and responsibilities of the group were being accomplished.
  • Led twice-weekly class through announcements and our portfolio reviews.
  • Facilitated Guest Speakers visits to the Group.
  • Helped build and maintain a strong team environment and oversaw the effective transfer of the group to the new class.
May 2022 - May 2023

Construction Worker

J.S. Testa Llc

Mooresville, NC

Aug 2016 - Dec 2021

Brew U Ambassador Program

Jan 2021 - Mar 2021

Banquet Server

Trump National Golf Club Charlotte

Mooresville, North Carolina

May 2018 - Oct 2018
Team & coworkers

Colleagues at Dimensional Fund Advisors

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1 education record

Jonathan Fogle education

FAQ

Frequently asked questions about Jonathan Fogle

Quick answers generated from the profile data available on this page.

What company does Jonathan Fogle work for?

Jonathan Fogle works for Dimensional Fund Advisors.

What is Jonathan Fogle's role at Dimensional Fund Advisors?

Jonathan Fogle is listed as Associate at Dimensional Fund Advisors.

What is Jonathan Fogle's email address?

AeroLeads has found 1 work email signal at @appstate.edu for Jonathan Fogle at Dimensional Fund Advisors.

Where is Jonathan Fogle based?

Jonathan Fogle is based in Charlotte, North Carolina, United States while working with Dimensional Fund Advisors.

What companies has Jonathan Fogle worked for?

Jonathan Fogle has worked for Dimensional Fund Advisors, The Bowden Investment Group, Theta Chi Fraternity, J.S. Testa Llc, and Morning Brew.

Who are Jonathan Fogle's colleagues at Dimensional Fund Advisors?

Jonathan Fogle's colleagues at Dimensional Fund Advisors include Chad Williams, James Andreevski, Anita Byrd, Joel Teasdel, and Craig Brandstetter.

How can I contact Jonathan Fogle?

You can use AeroLeads to view verified contact signals for Jonathan Fogle at Dimensional Fund Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Fogle attend?

Jonathan Fogle holds Bachelor Of Science In Business Administration, Accounting & Finance And Banking from Walker College Of Business At Appalachian State University.

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