Logan Russell Herzog

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

• 07/2018 → Present
  Raymond James Financial Services, Inc
  Bountiful, UT
• 07/2016 → 06/2018
  Opt Connect
  Kaysville, UT
• 06/2018 → 07/2018
  Raymond James Financial Services, Inc
  Bountiful, UT
• 04/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Bountiful, UT

Other Businesses

(1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Borrower Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Purchased a portion of NuVista Wealth book of business and the seller did seller financing. (2)Name of Business: Address: 516 E 550 N, Bountiful, UT, 84010, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 09/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a hobby-related activity. My brother and I will be forming an LLC to purchase used cars, which we will either repair and resell or just resell. Funds may be exchanged between the customer and myself at the time of sale. The time commitment will be minimal-less than 10 hours per month-and all work will be conducted outside of regular business hours. LLC name is to be determined based on approval of this OBA. (3)Name of Business: NuVista Wealth Address: 533 W 2600 S Ste 210, Bountiful, UT, 84010-7745, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a financial advisor and this is our DBA. (4)Name of Business: The church of Jesus Christ of Latter-day Saints Address: 720 E 550 N, Bountiful UT 84010, Bountiful, UT, 84010, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 03/01/2026 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Service as a bishopric member will involve helping to manage a church budget, recording tithing funds received, helping with youth activities and serving members of the church within this area.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-12

Designations

• Certified Financial Planner

Other Names

• Logan Herzog