Jeremy Logeot
Investment adviser representative at First Advisors National, LLC
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$505.9MFirm assets
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- First Advisors National, LLCAug 2025 to now
- Transamerica Financial Advisors, IncNov 2013 to Aug 2025
- World Financial Group, Inc.Jul 2013 to Aug 2025
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
First Advisors National, LLC
$505.9MAssets managed
4,858Clients
79Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6272865
- Firm CRD
- 166212