Jennifer
Logan
Avantax Advisory Services
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About this Advisor
Jennifer Logan is a financial advisor working out of Fremont, California with a total of 15 years of industry experience. Logan is currently employed by Avantax Advisory Services. Over the course of their career, Logan has held roles at Avantax Investment Services, Inc, Derham & Logan, Avantax Advisory Services, Summit Tax & Financial Services, Inc, Avantax Insurance Agency, LLC and Optavia. Logan holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in California. Avantax Advisory Services is an advisory firm based in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 people on staff. It handles $31 billion in total assets among its 123,393 client accounts, placing it among the largest firms in the United States by assets under management. Of its 123,393 accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually are based on which services are offered. However, fees charged by Avantax Advisory Services most likely include any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Jennifer Logan Work History
Jennifer has been registered as a financial advisor for 15 years.*
Optavia
Summit Tax & Financial Services, Inc
Avantax Insurance Agency, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
Derham & Logan
*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 Avantax Advisory Services
Mccordsville, IN
Fullerton, CA
Irving, TX
Irving, TX
Lansdale, PA
Irving, TX
Dallas, TX
Melville, 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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