Jennifer
Logan

Woodbury Financial Services, Inc

CRD#5776654
Investment Advisor
in San Diego, CA

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About this Advisor

Jennifer Logan is a certified financial planner based in San Diego, California with a total of 7 years of industry experience. Logan is on the advisory team at Woodbury Financial Services, Inc. Over the course of their career, Logan has held roles at Securities America, Inc, Axa Advisors, LLC, Securities America Advisors, Inc, Woodbury Financial Services Inc, Ruzam, LLC and Chisholm Financial Planning & Investments. Logan maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Woodbury Financial Services, Inc is an advisory firm operating out of Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 people on staff. It oversees $19 billion in total assets between its 101,950 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 184 charities and foundations. Of its 101,950 client accounts, just 11% are held by high-net-worth clients who have at least $1 million in assets. The business has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically vary depending on which services are offered. However, fees charged by Woodbury Financial Services, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3550 Camino Del Rio N Suite 207
San Diego, CA 92108

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

CA Average: $5,289,111,388
Total Number of Employees

3,002

CA Average: 157
Total Number of Accounts

101,950

CA Average: 8,262
Average Account Size

$189,097

CA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jennifer Logan Work History

Jennifer has been registered as a financial advisor for 7 years.*

2018 - Present (6 years)

Chisholm Financial Planning & Investments

2016 - Present (8 years)

Woodbury Financial Services Inc

2017 - 2018 (1 year)

Ruzam, LLC

2013 - 2016 (3 years)

Securities America, Inc

2013 - 2016 (3 years)

Securities America Advisors, Inc

2010 - 2013 (3 years)

Axa Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Logan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Woodbury Financial Services, Inc

Robert Lackey
Germantown, TN
Jennifer Schmidt
Cameron, WI
Denise Badgerow
Thibodaux, LA
Anthony Frangella
Orland Park, IL
Mark Wise
Sterling Heights, MI
Samantha Schaefer
Fond Du Lac, WI
Christopher Simon
Mount Joy, PA
Robert Tudda
Jericho, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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