Logan T. Jones

EVERHART ADVISORS

DUBLIN, OH 43017

Some features on this profile are disabled

CRD#: 6358004

Professional summary

Logan Tyler Jones, CFP®, CIMA®, CPWA® is a registered financial advisor currently at EVERHART ADVISORS located in Dublin, Ohio.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Logan has worked at 3 firms and has passed the SIE and Series 6 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.

1)EVERHART ADVISORS~INVESTEMENT RELATED~535 METRO PLACE SOUTH, SUITE 100, DUBLIN, OH 43017~RIA~ASSOCIATE~JUNE 2014~160HRS PER MONTH~130HRS PER MONTH DURING MARKET~PREPARE REVIEWS AND FINANCIAL PLANNING SOFTWARE - - - - - - - - - -

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Tyler Jones's CRS (Customer Relationship Summary).

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: 2018

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Start date: 2020-09-08

Expire date: 2023-05-31

Experience

Current

October 28, 2016 - Present

EVERHART ADVISORS

Office #1: 5200 Rings Road, Dublin, OH 43017

RIA

CRD#: 107091

DUBLIN, OH

Past

January 15, 2016 - March 30, 2020

NEWEDGE SECURITIES, LLC

CRD#: 10674

DUBLIN, OH

Past

July 1, 2015 - December 28, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

DUBLIN, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVERHART ADVISORS

CRD#: 107091 / SEC#: 801-50786

RIA

Registered Investment Advisory firm - (12/21/1995 Approved)

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

Ohio
(10/28/2016)

IAR

Texas
(11/9/2018)

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

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/1/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EVERHART ADVISORS

CRD#: 107091 / SEC#: 801-50786

RIA

Registered Investment Advisory firm - (12/21/1995 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5200 Rings Road, Dublin, OH 43017

Mailing Address

Phone number

(614) 717-9705

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERHART ADVISORS ADV PART 2A (9/12/2025)

Regulatory assets under management

Total Number of Accounts	5,483
AUM (Assets Under Management)	$ 1,874,701,457

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.

Similar Advisors

Andrew Lehman

INSPIRE ADVISORS, LLC

IAR

Columbus, OH

James Bowman

JANNEY MONTGOMERY SCOTT LLC

IAR

Columbus (grandview), OH

Cody Anderson

J.P. MORGAN SECURITIES LLC

IAR

UPPER ARLINGTON, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Logan T. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Tyler Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERHART ADVISORS

NEWEDGE SECURITIES, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

EVERHART ADVISORS

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 6

Date: 7/1/2015

Current Firm

EVERHART ADVISORS

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVERHART ADVISORS

TRUST BUT VERIFY

Similar Advisors