JJ
JJ

James Jackson Logsdon JR

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
2,831 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.5B

Fee Structure

Financial Planning:Included in AUM fee
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Location

275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James is the owner/consultant of The Logsdon Group, LLC, dedicating a few hours per week to this non-investment related activity. He is also a part-time employee/officer of Blue Meteor, Inc., spending minimal time per year on this non-investment related role.

Employment History
Current Registrations
Krilogy
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Trinity Wealth Advisors LLC
February 2019 - June 2019 · 4 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.