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LB

Logan W. Burton

EVERLUTION CAPITAL
MEDINA, OH
Some features on this profile are disabled
CRD#: 7337757
LB

Professional summary

Logan Walter Burton, who also goes by Logan W Burton, is a registered financial advisor currently at EVERLUTION CAPITAL LLC located in Medina, Ohio.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Logan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Logan W Burton

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 Logan Walter Burton'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

April 24, 2026 - Present

EVERLUTION CAPITAL LLC

RIA
CRD#: 341311
MEDINA, OH
Past

April 29, 2024 - July 8, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Columbus, OH
Past

April 26, 2024 - March 31, 2025

GLOBAL SHARES FINANCIAL SERVICES INC.

BD
CRD#: 284031
Columbus, OH
Past

April 26, 2024 - July 8, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Columbus, OH
Past

October 3, 2022 - September 5, 2023

E*TRADE SECURITIES LLC

BD
CRD#: 29106
Columbus, OH
Past

August 15, 2021 - January 11, 2024

MORGAN STANLEY

RIA
CRD#: 149777
Columbus, OH
Past

May 5, 2021 - January 11, 2024

MORGAN STANLEY

BD
CRD#: 149777
Columbus, OH

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
(4/24/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/13/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/4/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/26/2021
Securities Industry Essentials Examination

Current Firm

EC
EVERLUTION CAPITAL LLC
EVERLUTION CAPITAL LLC

CRD#: 341311 / SEC#:

Ohio
Registered Investment Advisory firm - (4/24/2026 Approved)
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Contact information

Main Address
Medina, OH
Mailing Address
Phone number
(440) 525-1638
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

EVERLUTION CAPITAL LLC

CRD#: 341311Medina, OH

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