Logan O Bennis

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2020 → 03/2023
  Raymond James Financial Services
  Clearwater, FL
• 01/2017 → 12/2020
  Uber
  Tampa, FL
• 08/2018 → 12/2020
  University Of South Florida
  Tampa, FL
• 08/2015 → 05/2018
  Florida State University
  Tallahassee, FL
• 05/2018 → 12/2018
  Pinnacle Automotive At Ferman Bmw
  Palm Harbor, FL
• 07/2020 → 09/2020
  Ferman Bmw
  Palm Harbor, FL
• 01/2018 → 04/2018
  Joyrun
  Tallahassee, FL
• 03/2016 → 07/2017
  Bambino's Pizza
  Dunedin, FL
• 01/2021 → 03/2023
  Concurrent Advisors
  Clearwater, FL
• 09/2021 → 05/2025
  Greenbridge Wealth Management
  Clearwater, FL
• 05/2022 → 03/2023
  Raymond James Financial Services Advisors, Inc.
  Clearwater, FL
• 05/2023 → 05/2025
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 05/2023 → 05/2025
  Kovack Advisors, Inc.
  Fort Lauderdale, FL
• 05/2025 → Present
  Raymond James Financial Services, Inc.
  Palm Harbor, FL
• 05/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Palm Harbor, FL

Previous Registrations

• 2023-05-10 → 2025-04-30
  Kovack Advisors, Inc.
  Clearwater, FL
  Ft. Lauderdale, FL
• 2022-05-25 → 2023-03-20
  Raymond James Financial Services Advisors, Inc
  Clearwater, FL

Other Businesses

(1)Name of Business: Address: 1641 Amberlea Dr S, Dunedin, FL, 34698, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I currently rent out two rooms in my home to two friends from growing up. This is month to month and there is no signed lease. I am the owner of the home and also live there myself.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-14

Designations

• Certified Financial Planner

Other Names

• Logan Owen Bennis