Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Logan is a financial advisor with Forefront. Jacob has been in the industry since 2021. Jacob's expertise includes financial planning and portfolio management for individuals. Jacob has a Series 7TO, Series 66 and SIE licenses. Forefront's services include financial planning and portfolio management for individuals and businesses. Forefront is a Registered Investment Advisor based in Austin, Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees and revenue share for referrals to third parties
1
2
TX
11/08/2024 - Present
Forefront (AUSTIN TX)
BOTH
Issued 12/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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