Jennifer E. Logan

CHISHOLM FINANCIAL PLANNING & INVESTMENTS

Sackets Harbor, NY

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CRD#: 5776654

Professional summary

Jennifer Erdmann Logan, CFP®, who also goes by Jennifer Erdmann, Jenny Erdmann, Jennifer Logan, Jenny Logan, is a registered financial advisor currently at CHISHOLM FINANCIAL PLANNING & INVESTMENTS located in Sackets Harbor, New York.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jennifer has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Erdmann | Jenny Erdmann | Jennifer Logan | Jenny Logan

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Erdmann Logan'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: 2014

Experience

Current

October 25, 2018 - Present

CHISHOLM FINANCIAL PLANNING & INVESTMENTS

RIA

CRD#: 293233

Sackets Harbor, NY

Past

January 19, 2024 - March 19, 2024

OSAIC WEALTH, INC.

RIA

CRD#: 23131

SAN DIEGO, CA

Past

January 19, 2024 - March 19, 2024

OSAIC WEALTH, INC.

CRD#: 23131

SAN DIEGO, CA

Past

October 3, 2017 - March 1, 2018

GUIDE MY FINANCES

RIA

CRD#: 289013

CARLSBAD, CA

Past

December 1, 2016 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

SAN DIEGO, CA

Past

December 1, 2016 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

SAN DIEGO, CA

Past

September 19, 2013 - December 1, 2016

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

SAN DIEGO, CA

Past

September 18, 2013 - December 1, 2016

SECURITIES AMERICA, INC.

CRD#: 10205

SAN DIEGO, CA

Past

May 31, 2010 - September 25, 2013

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SAN DIEGO, CA

Past

May 11, 2010 - September 25, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

SAN DIEGO, CA

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

California
(10/25/2018)

IAR

New York
(2/27/2021)

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: 5/28/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/10/2010

General Securities Representative Examination

Current Firm

CHISHOLM FINANCIAL PLANNING & INVESTMENTS

CHISHOLM FINANCIAL INC. | JENNIFER ERDMANN, INC. | CHISHOLM PLANNING, LLC | CHISHOLM FINANCIAL PLANNING AND INVESTMENTS | CHISHOLM FINANCIAL PLANNING & INVESTMENTS

CRD#: 293233 / SEC#:

California

Registered Investment Advisory firm - (10/25/2018 Approved)

New York

Registered Investment Advisory firm - (2/27/2021 Approved)

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Contact information

Main Address

Henderson, NY

Mailing Address

Phone number

(315) 771-4833

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 37,000,000

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Jennifer E. Logan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Erdmann Logan's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

GUIDE MY FINANCES

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/28/2010

SIE

Date: 10/1/2018

Series 7

Date: 5/10/2010

Current Firm

CHISHOLM FINANCIAL PLANNING & INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHISHOLM FINANCIAL PLANNING & INVESTMENTS

TRUST BUT VERIFY

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