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Jeffry Lynn Cobb

Logical Investments, LLC

Baton Rouge, LA

CRD 4433786

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Employer firm

Logical Investments, LLC CRD 155428

$45.7M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Logical Investments, Llc

3029 S Sherwood Forest Blvd Suite 232, Baton Rouge, LA 70816 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2011-01-19
  • LA RA
    APPROVED
    Since 2011-01-19

Branch Locations

11949 Bricksome Suite #A, Baton Rouge, LA 70816 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Logical Investments, Llc Baton Rouge LA 01/2011 Present
Foresters Equity Services Inc Baton Rouge LA 07/2011 Present
  • 01/2011 → Present
    Baton Rouge, LA
  • 07/2011 → Present
    Foresters Equity Services Inc
    Baton Rouge, LA
Previous Registrations
  • 2004-05-10 → 2010-12-31
    Next Financial Group, Inc.
    Baton Rouge, LA
Other Businesses

1-LOGICAL INVESTMENT SOLUTIONS,LLC; NON-INVST RELATED-INSURANCE SALES (LIFE/HEALTH/FIXED;11949 BRICKSOME AVE BATON ROUGE LA 70816; ANNUITIES/EIA/VARIABLE ANNUITIE; 30 HOURS PER WEEK; STARTED 01/2011 2-LOGICAL INVESTMENT SOLUTIONS, LLC-TAX PREPARATION;NON-INVST RELATED;11949 BRICKSOME AVE BATON ROUGE LA 70816; TIME SPENT (NONE SPECIFIED), OWNERSHIP 100% 3) JEFF COBB NOTARY;NON-INVST REALTED;11949 BRICKSOME AVE BATON ROUGE LA 70816;NOTARIZE DOCUMENTS FOR CURRENT INVESTMENT CLIENTS;LESS THAN 1 HOUR PER WEE;STARTED 01/2005

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-10-03
  • S66 Uniform Combined State Law Examination
    2001-10-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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