Jennifer Erdmann Logan

Current Employers

Employment History

• 09/2013 → 12/2016
  Securities America, Inc.
  San Diego, CA
• 09/2013 → 12/2016
  Securities America Advisors, Inc.
  San Diego, CA
• 12/2016 → 01/2024
  Woodbury Financial Services Inc
  San Diego, CA
• 07/2017 → 06/2018
  Ruzam, Llc
  Carlsbad, CA
• 09/2018 → Present
  Chisholm Financial Planning & Investments
  Henderson, NY
• 01/2024 → Present
  Osaic Wealth, Inc.
  San Diego, CA

Previous Registrations

• 2024-01-19 → 2024-03-19
  Osaic Wealth, Inc.
  San Diego, CA
• 2016-12-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  San Diego, CA
• 2017-10-03 → 2018-03-01
  Guide My Finances
  Carlsbad, CA
• 2013-09-19 → 2016-12-01
  Securities America Advisors, Inc.
  San Diego, CA
• 2010-05-31 → 2013-09-25
  Equitable Advisors, Llc
  San Diego, CA
  San Diego, CA
  San Diego, CA

Other Businesses

1) RSG PARTNERS POSITION: Financial Planner NATURE: Sales of fixed insurance products including Life Insurance, Long Term Care, and Disability. INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 3 START DATE: 10/01/2013 ADDRESS: 3530 Camino Del Rio N, 206, San Diego CA 92108, United States DESCRIPTION: Sales of fixed insurance products. 2) JENNIFER LOGAN POSITION: Attorney NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 3550 Camino Del Rio N, 207, San Diego CA 92108 DESCRIPTION: I perform legal work, specifically trust and estate planning work for family and very close friends. 4) JENNIFER ERDMANN LOGAN POSITION: Attorney NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2021 ADDRESS: 9878 Country Route 71, Henderson NY 13650, United States DESCRIPTION: I perform legal work, specifically trust and estate planning work for family and very close friends. 5) CHISHOLM FINANCIAL PLANNING & INVESTMENTS POSITION: Owner/CFP NATURE: Financial planning fees only. No securities or housing of securities will be involved. Consulting financial planning advice & online courses. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 30 START DATE: 10/01/2018 ADDRESS: 9878 Country Route 71,Henderson NY 13650, United States DESCRIPTION: Work with clients to put together financial plans & teach financial planning concepts. These can be limited in scope based on a particular need, or comprehensive.

Exams

• S66 Uniform Combined State Law Examination
  2010-05-28

Other Names

• Jenny Erdmann
• Jennifer Erdmann
• Jenny Logan
• Jennifer Logan