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Jeremy Logeot

First Advisors National, LLC

Pomona, CA

CRD 6272865

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Employer firm

First Advisors National, LLC CRD 166212

$506M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RETIREMENT PLANNING CONSULTATIONS

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

Current Employers
First Advisors National, Llc

1372 Peachtree Street Ne, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-27
  • CA RA
    APPROVED
    Since 2025-08-27

Branch Locations

Pomona, CA • 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
Transamerica Financial Advisors, Inc Sherman Oaks CA 11/2013 08/2025
World Financial Group, Inc. Sherman Oaks CA 07/2013 08/2025
First Advisors National Atlanta GA 08/2025 Present
  • 11/2013 → 08/2025
    Transamerica Financial Advisors, Inc
    Sherman Oaks, CA
  • 07/2013 → 08/2025
    World Financial Group, Inc.
    Sherman Oaks, CA
  • 08/2025 → Present
    First Advisors National
    Atlanta, GA
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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