Jeffry Cobb, financial advisor Baton Rouge LA

Jeffry Cobb

CRD Number: 4433786
Current Firm: Logical Investments, LLC

Jeffry Cobb (CRD# 4433786) is an Investment Advisor Representative working at Logical Investments, LLC in Baton Rouge, LA and has over 22 years of experience in the finance industry. Jeffry Cobb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Foresters Equity Services Inc. Baton Rouge, LA Jul 2011 - Current 12
Logical Investments, LLC Baton Rouge, LA Jan 2011 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Jeffry L. Cobb
Phone Number: 225-291-9393
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    39
    MILLIONS
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $350,215
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

LA, TX

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