Jeffry L. Cobb

LOGICAL INVESTMENTS

BATON ROUGE, LA 70816

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CRD#: 4433786

Professional summary

Jeffry Lynn Cobb, CFP® is a registered financial advisor currently at LOGICAL INVESTMENTS, LLC located in Baton Rouge, Louisiana.

Jeffry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jeffry has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffry Lynn Cobb's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

January 19, 2011 - Present

LOGICAL INVESTMENTS, LLC

Office #1: 11949 Bricksome Suite #a, Baton Rouge, LA 70816

RIA

CRD#: 155428

BATON ROUGE, LA

Past

July 27, 2011 - December 31, 2015

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

May 10, 2004 - December 31, 2010

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

BATON ROUGE, LA

Past

May 7, 2004 - December 31, 2010

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

BATON ROUGE, LA

Past

September 21, 2001 - May 26, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(1/19/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/3/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/2001

General Securities Representative Examination

Current Firm

LOGICAL INVESTMENTS, LLC

LOGICAL INVESTMENT SOLUTIONS LLC | LOGICAL INVESTMENTS, LLC

CRD#: 155428 / SEC#: 801-72040

RIA

Registered Investment Advisory firm - (5/4/2011 Terminated)

Louisiana

Registered Investment Advisory firm - (5/2/2011 Approved)

Texas

Registered Investment Advisory firm - (9/20/2013 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3029 S Sherwood Forest Blvd Suite 232, Baton Rouge, LA 70816

Mailing Address

Phone number

(225) 931-2054

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	160
AUM (Assets Under Management)	$ 45,731,846

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffry L. Cobb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffry Lynn Cobb's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOGICAL INVESTMENTS, LLC

FORESTERS EQUITY SERVICES, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/3/2001

SIE

Date: 12/31/2015

Series 7

Date: 9/20/2001

Current Firm

LOGICAL INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LOGICAL INVESTMENTS, LLC

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