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LW

Logan M. Woehl

J.P. MORGAN INSTITUTIONAL INVESTMENTS
COLUMBUS, OH 43240
CRD#: 6107422
Some features on this profile are disabled
LW
Logan Michael WoehlJ.P. MORGAN INSTITUTIONAL INVESTMENTS

Professional summary

Logan Michael Woehl is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in Columbus, Ohio.

Logan is registered as a RR (Registered Representative) and started their career in finance in 2013. Logan has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Logan Michael Woehl'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®
None

Experience

Current

June 4, 2026 - Present

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

Office #1: 1111 Polaris Parkway, Columbus, OH 43240
BD
CRD#: 102920
COLUMBUS, OH
Past

January 2, 2026 - April 14, 2026

ARES MANAGEMENT CAPITAL MARKETS LLC

BD
CRD#: 166219
Denver, CO
Past

June 14, 2018 - January 2, 2026

ARES WEALTH MANAGEMENT SOLUTIONS, LLC

BD
CRD#: 119546
DENVER, CO
Past

December 3, 2015 - March 29, 2016

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
DENVER, CO
Past

December 2, 2015 - June 8, 2018

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO
Past

March 5, 2014 - December 1, 2015

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
DES MOINES, IA
Past

March 5, 2014 - December 1, 2015

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

February 27, 2014 - December 1, 2015

PRINCIPAL FUNDS DISTRIBUTOR, INC.

BD
CRD#: 43261
DES MOINES, IA
Past

June 14, 2013 - November 12, 2013

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
CLIVE, IA
Past

April 5, 2013 - November 12, 2013

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
CLIVE, IA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(6/4/2026)
RR
Colorado
(6/4/2026)
RR
Nebraska
(6/4/2026)
RR
New Mexico
(6/4/2026)
RR
New York
(6/4/2026)
RR
North Dakota
(6/4/2026)
RR
South Dakota
(6/4/2026)
RR
Utah
(6/4/2026)
RR
Wyoming
(6/4/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/22/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/4/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

JM
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
J. P. MORGAN ADVISORS, INC. | J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. | J.P. MORGAN INSTITUTIONAL INVESTMENTS | J.P. MORGAN

CRD#: 102920 / SEC#: 801-64031, 8-52182

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
270 Park Avenue, New York, NY 10017
Mailing Address
480 Washington Blvd, Floor 11 Ny1-f019, Jersey City, NJ 07310-1616
Phone number
(201) 595-1958
Established
Delaware since 05/26/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

Direct owners and executive officers

NamePositionCRD#
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.STOCKHOLDER
DONOHUE, JOHN THOMASDIRECTOR2372302
HOFFMANN, JAMES ARTHURCHIEF ADMINISTRATIVE OFFICER1949574
KLOZA, KEVINCHIEF COMPLIANCE OFFICER2188958
LEKSTUTIS, CARMINECHIEF LEGAL OFFICER6990745
LISHER, ANDREAPRESIDENT AND DIRECTOR4493750
MACHULSKI, MICHAEL RICHARDDIRECTOR4726972
SANZONE, JOSEPH FRANKDIRECTOR6581797
STRIFE, LOREN TPRINCIPAL FINANCIAL AND OPERATIONS OFFICER5393453

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.

Company Information

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920Columbus, OH 43240

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