Logan Jones is a Partner and President of Wealth Management at 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®, and Certified Private Wealth Advisor®. 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.
For more information about professional designations, visit: https://everhartadvisors.com/professional-designations/