Jackson D. Logan
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jackson Davis Logan, who also goes by Jack Logan, Jackson Davis Logan Jr, was a registered financial professional .
Jackson is a previously registered financial professional and started their career in finance in 1976. Jackson had worked at 12 firms and has passed the Series 63, Series 99TO, Series 52TO, SIE, Series 5, Series 7, Series 9, Series 10, Series 53 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 12, 2022 - June 16, 2026
BANCROFT CAPITAL, LLC
November 26, 2019 - October 11, 2022
UMB FINANCIAL SERVICES, INC.
November 2, 2015 - September 30, 2019
GEORGE K. BAUM & COMPANY
October 12, 2006 - September 15, 2015
SAMCO CAPITAL MARKETS, INC.
October 17, 2005 - October 11, 2006
SAMCO CAPITAL MARKETS, INC.
June 23, 2004 - May 19, 2006
PENSON FINANCIAL SERVICES, INC.
April 10, 2003 - June 21, 2004
BOK FINANCIAL SECURITIES, INC.
February 3, 1998 - December 31, 2002
WILLIAM R. HOUGH & CO.
January 29, 1998 - April 11, 2003
WILLIAM R. HOUGH & CO.
January 9, 1991 - December 16, 1997
RAUSCHER PIERCE REFSNES, INC.
February 26, 1987 - January 25, 1991
SBC WARBURG DILLON READ INC.
April 2, 1985 - March 2, 1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 4, 1978 - January 29, 1985
CREDIT SUISSE SECURITIES (USA) LLC
September 22, 1976 - June 8, 1978
KIDDER, PEABODY & CO., INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 5
Date: 10/5/1981
Interest Rate Options ExaminationSeries 8
Date: 8/30/1995
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
BANCROFT CAPITAL, LLC
CRD#: 290665 / SEC#: , 8-70035
Contact information
FINRA licenses (34 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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