Daniel Whitney Logan

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

• 06/2021 → 08/2022
  Copley Equity Partners Llc
  Denver, CO
• 06/2020 → 09/2020
  First Onsite Restoration
  Denver, CO
• 06/2019 → 08/2019
  Arrowmark Partners
  Denver, CO
• 06/2018 → 09/2018
  Mbhe Holdings Llc
  Denver, CO
• 08/2016 → 06/2021
  University Of Denver
  Denver, CO
• 10/2022 → Present
  Logan Financial Group
  Columbus, OH
• 09/2022 → Present
  Raymond James Financial Services, Inc.
  Encinitas, CA
• 06/2021 → Present
  Premier Lacrosse League
  Denver, CO
• 12/2022 → Present
  National Lacrosse League
  Denver, CA
• 02/2023 → 01/2024
  Kent Denver School
  Cherry Hills Village, CO
• 04/2023 → Present
  Raymond James Financial Services Advisors, Inc
  Encinitas, CA
• 01/2024 → Present
  Logan And Reed Wealth Partners
  San Diego, CA

Other Businesses

(1)Name of Business: Logan and Reed Wealth Partners Address: 1401 Union St. APT 1300, San Diego, CA, 92101, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Vice President of Business Development and Wealth Advisor (2)Name of Business: National Lacrosse League Address: 3534 N Clay St, Denver, CO, 80211, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 12/03/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Professional lacrosse player in the National Lacrosse League. (3)Name of Business: Premier Lacrosse League Address: 3534 N Clay St, Denver, CO, 80211, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 06/15/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Professional lacrosse player in the Premier Lacrosse League.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-28