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Logan Bertholomey

Edward Jones

Tempe, AZ

St. Louis, MO

Scottsdale, AZ

CRD 7393406

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-10-26
  • AZ RA
    APPROVED
    Since 2021-10-26

Branch Locations

8333 South River Parkway, Tempe, AZ 85284 • United States

12555 Manchester Road, St. Louis, MO 63131 • United States

Scottsdale, AZ • 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
Edward Jones St Louis MO 07/2021 Present
United Parcel Service Phoenix AZ 01/2017 07/2021
Heidelberg Distributing Co. Columbus OH 08/2015 10/2016
  • 07/2021 → Present
    Edward Jones
    St Louis, MO
  • 01/2017 → 07/2021
    United Parcel Service
    Phoenix, AZ
  • 08/2015 → 10/2016
    Heidelberg Distributing Co.
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-21
  • S66 Uniform Combined State Law Examination
    2021-10-21

View on SEC IAPD

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