Logan Spivey
Investment adviser representative at Edelman Financial Engines
11 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Edelman Financial EnginesApr 2026 to now
- J.P. Morgan Securities LLCJul 2025 to Apr 2026
- JPMorgan Chase Bank, N.A.Jul 2025 to Apr 2026
- UnemployedJun 2025 to Jun 2025
- Florida Financial AdvisorsApr 2025 to May 2025
- Fidelity InvestmentsMay 2023 to Apr 2025
- Pins Mechanical CompanyMay 2022 to Mar 2025
- Grant ThorntonJan 2022 to Apr 2022
- United Parcel ServiceAug 2021 to Jan 2022
- Raising CanesAug 2021 to Sep 2021
- Buffalo Wild WingsFeb 2021 to Apr 2021
- Brueggers BagelsSep 2020 to Dec 2020
- Walmart IncMar 2020 to Dec 2021
- Skyline ChiliJul 2018 to Mar 2020
- UnemployedJul 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 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
- 7750103
- Firm CRD
- 104510