About Logan

Logan Jones is President of Everhart Advisors. Logan advises clients on investment planning, wealth management, tax planning, retirement income planning, and business exit planning. 

Logan has completed programs at Yale University, Chicago Booth School of Business, and Indiana Wesleyan University, where he earned the following designations: CERTIFIED FINANCIAL PLANNER® practitioner, Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Certified Exit Planning Advisor (CEPA®). He is also a member of the Investments and Wealth Institute. 

Logan holds a Bachelor of Science in Business Administration, majoring in Finance, from The Ohio State University. While at Ohio State, he was the captain of the varsity golf team. Logan has volunteered as a middle school golf coach; Meals on Wheels; organized the first annual Everhart Advisors charity event to benefit the Ronald McDonald House; and is a member of his local church.

Logan was named 2025 Best-in-State Wealth Advisors and 2024 Best-In-State Next-Gen Wealth Advisor by SHOOK Research and Forbes, recognizing his expertise and dedication in the field.

For more information about professional designations, visit: https://everhartadvisors.com/important-disclosures/professional-designations/

Forbes | SHOOK 2026 Best-In-State Wealth Advisors

The Forbes 2026 Best-in-State Wealth Advisors ranking, developed by SHOOK Research, is based on qualitative and quantitative factors including interviews, industry experience, compliance records, revenue trends and assets under management. Logan Jones was recognized as a 2026 Forbes Best-in-State Wealth Advisor. The award was announced on April 7, 2026, and was based on data as of June 30, 2025.

Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. Portfolio performance is not a criterion.

This ranking is not indicative of future performance or client experience. No Payment was made to be considered for this award; however, Everhart Advisors did pay a licensing fee to use the Forbes/SHOOK award logo.

For additional information regarding the methodology, please visit here.

Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State 2025

The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Logan Jones was recognized on the 2025 Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State list. Logan Jones nominated himself and applied for this award. Everhart Advisors/Logan Jones was not required to belong to an organization or subscribe to a magazine service to be eligible. No payment was made to be considered for this award. Everhart Advisors did pay to use the award logo to advertise the award. The number of nominations received for this award was 49,859 (for all the ranking categories), based on high thresholds and qualifications. SHOOK® Research selected the winners. The recognition was announced on August 6, 2025, and was based on information evaluated from March 31, 2024, through March 31, 2025, with data as of March 31, 2025.

For more information, visit here. To view the list, click here.