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Jean Bailey Logan

Brown Advisory

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About Jean Bailey Logan

Jean Bailey Logan is a Registered Investment Advisor representative with Brown Advisory, a firm with offices in Norfolk, Virginia. Jean has been in the financial services industry since 2011 and holds a Series 65 license. Jean has also earned the Certified Financial Planner designation. Jean specializes in providing financial advice to individuals, corporations, pooled investment vehicles and charitable organizations.

Firm Information

Jean Logan is currently registered with Brown Advisory. Brown Advisory is an investment advisory firm based in Norfolk, VA. They provide portfolio management services for individuals, businesses, and pooled investment vehicles. They also select other advisors for their clients. Brown Advisory manages approximately $6.9 billion in assets for a variety of clients, including individuals, corporations, and charitable organizations.
Brown Advisory

WORLD TRADE CENTER

NORFOLK, VA 23510-1676

$6.88B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jean Logan’s Registration & Firm History

VA

05/28/2019 - Present

Brown Advisory (NORFOLK VA)

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Licenses & Designations

IA

Issued 10/29/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jean Bailey Logan.
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