James Jackson Logsdon Jr

Employer firm

Krilogy CRD 149046

$5.20B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2018 → 06/2019
  Trinity Wealth Advisors Llc
  St. Louis, MO
• 11/2013 → Present
  The Logsdon Group, Llc
  Wildwood, MO
• 01/2009 → 10/2020
  Sabino & Company
  Chesterfield, MO
• 01/2003 → Present
  Blue Meteor, Inc.
  Chesterfield, MO
• 09/2019 → Present
  Krilogy Financial
  Saint Louis, MO

Previous Registrations

• 2019-02-26 → 2019-06-10
  Trinity Wealth Advisors Llc
  St. Louis, MO

Other Businesses

The Logsdon Group, LLC, non-investment related, WILDWOOD, MO, OWNER/CONSULTANT, NOVEMBER 2013, APPROX 3 HOURS PER WEEK AND 1.5 DURING TRADING HOURS; Blue Meteor, Inc., non-investment related, CHESTERFIELD, MO, PART TIME EMPLOYEE/OFFICER, JANUARY 2003, APPROX 25 HOURS PER YEAR NONE DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-22
• S63 Uniform Securities Agent State Law Examination
  1999-11-08

Other Names

• Jay Logsdon
• Jay Logsdon
• James Jackson Logsdon
• James Jackson Logsdon