Jacob Logan has been an investment adviser representative at Forefront Wealth Partners since November 2024, and is not listed among the firm’s executive officers or direct owners.
Forefront Wealth Partners, LLC is an Austin, TX firm with $240M under management, 572 clients and 7 advisers across 6 offices, as of its September 2026 filing.
Jacob Logan’s longest registration was 2 years at Prudential Financial Planning Services (2022–2024). Before joining Forefront Wealth Partners in 2024, Jacob Logan was registered through Prudential Financial Planning Services.
- Prudential Financial Planning Services– · 2 yearsCharlotte, NC · Adviser representative · Firm CRD 5685
Investment adviser representative registrations
Jacob Logan is registered as an investment adviser representative in 3 states. Each was approved in November 2024.
- North CarolinaSince 7 November 2024
- South CarolinaSince 15 November 2024
- VirginiaSince 8 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 10 December 2021 |
| Series 7TO | General Securities Representative Examination | 29 September 2021 |
| SIE | Securities Industry Essentials Examination | 4 August 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jacob A Logan
- CRD
- 7118385
- Firm
- Forefront Wealth Partners · CRD 308521
- Office
- 301 S McDowell Street, Unit 802, Charlotte, NC 28204
- Registration
- Investment adviser registration
- In the industry since
- September 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Logan work?
Jacob Logan is an investment adviser representative registered through Forefront Wealth Partners, LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Logan a financial advisor?
Yes. Jacob Logan has a current investment-adviser registration in North Carolina, South Carolina and Virginia, through Forefront Wealth Partners since November 2024.
How many years of experience does Jacob Logan have?
Jacob Logan has 5 years in the financial industry, since September 2021, across 2 adviser firms.
What exams has Jacob Logan passed?
Jacob Logan has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2021.
Where is Jacob Logan based?
Jacob Logan’s registered office is in Charlotte, NC.
Is Jacob Logan registered with FINRA?
No. Jacob Logan has no current broker registration.
How can I verify Jacob Logan’s record?
Search CRD 7118385 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Logan’s full registration record.
