Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Tyler Jones is a financial advisor at Everhart Advisors with over 6 years of experience in the financial services industry. Logan has a strong background in financial planning, portfolio management, and pension consulting. Logan is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6 and SIE licenses. Logan has previously worked at MID ATLANTIC CAPITAL CORPORATION and CAMBRIDGE INVESTMENT RESEARCH, INC.. Logan specializes in providing financial advice to individuals, high-net-worth individuals, and retirement plans. Logan's commitment to providing personalized financial advice and building long-lasting relationships with clients has been the driving force of his success.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
OH
11/09/2018 - Present
Everhart Advisors (DUBLIN OH)
OH
01/15/2016 - 03/30/2020
MID ATLANTIC CAPITAL CORPORATION (DUBLIN OH)
OH
07/01/2015 - 12/28/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (DUBLIN OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Logan Jones is the right advisor for you? Invested Better is here to help.
