James Jackson Logsdon Jr
Investment Adviser Representative at Krilogy
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Jackson Logsdon Jr. is an investment adviser representative with Krilogy in Dallas, TX, where they have been registered since 2019. They have worked in the securities industry since 2019 and were previously registered with Trinity Wealth Advisors LLC. They have passed 2 industry qualification exams, including the Series 65 (investment adviser) and Series 63 (state securities agent). They are registered to provide investment advice in Missouri and Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Missouri, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Trinity Wealth Advisors LLCDec 2018 – Jun 2019St. Louis, MO
- The Logsdon Group, LLCNov 2013 – no end date reportedWildwood, MO
- Sabino & CompanyJan 2009 – Oct 2020Chesterfield, MO
- Blue Meteor, Inc.Jan 2003 – no end date reportedChesterfield, MO
- Krilogy FinancialSep 2019 – no end date reportedSaint Louis, MO
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Krilogy
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0125
- First $500,0001.25%
- Next $1.5 million1.00%
- Next $2 million0.85%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 62
- Offices listed on AdvisorFinder:
- 5
- Main office:
- St. Louis, MO
- SEC file number:
- 801-69838
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
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Showing 12 of 62 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Jackson Logsdon Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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