James Logsdon JrCRD Number: 3023445
Current Firm: Krilogy Financial LLC
James Logsdon Jr (CRD# 3023445) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 22 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Krilogy Financial||Saint Louis, MO||Sep 2019 - Current||2|
|The Logsdon Group, LLC||Wildwood, MO||Nov 2013 - Current||8|
|Blue Meteor, Inc.||Chesterfield, MO||Jan 2003 - Current||19|
|Sabino & Company||Chesterfield, MO||Jan 2009 - Oct 2020||11|
|Trinity Wealth Advisors LLC||St. Louis, MO||Dec 2018 - Jun 2019||< 1|
|Vmh International, Inc.||St. Louis, MO||Jan 2010 - Jul 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1999|
|S65||NASAA Investment Advisors Law Examination||Jan 2018|
Total Assets Under Management1,699MILLIONS
Total Number of Accounts6,255ACCOUNTS
Average Account Value$271,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, SC, TN, TX, VA, WA, WI
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