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JENNIFER ERDMANN LOGAN
JENNIFER ERDMANN, JENNY ERDMANN, JENNIFER LOGAN, JENNY LOGAN
CRD#: 5776654
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Investment Adviser
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Previous Broker
CHISHOLM FINANCIAL PLANNING & INVESTMENTSCRD#: 293233 SACKETS HARBOR, NY
Registration History
2010201220142016201820202022202420262 FIRMS2010 - 2013 (3 years)2 FIRMS2013 - 2016 (3 years)2 FIRMS2016 - 2024 (7 years)2 FIRMS2024 - 2024 (<1 year)IACHISHOLM FINANCIAL PLANNING & ... (CRD# 293233)2018 - Present (6 years)IAGUIDE MY FINANCES (CRD# 289013)2017 - 2018 (<1 year)
License(s)

State Registrations

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California 10/25/2018

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New York 2/27/2021

Current Registration(s)
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CHISHOLM FINANCIAL PLANNING & INVESTMENTS (CRD#:293233)
SACKETS HARBOR, NY
Registered with this firm since 10/25/2018

Previous Registration(s)
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01/19/2024 - 03/19/2024 OSAIC WEALTH, INC. (CRD#:23131) SAN DIEGO, CA
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01/19/2024 - 03/19/2024 OSAIC WEALTH, INC. (CRD#:23131) SAN DIEGO, CA
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12/01/2016 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) SAN DIEGO, CA
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12/01/2016 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) SAN DIEGO, CA
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10/03/2017 - 03/01/2018 GUIDE MY FINANCES (CRD#:289013) CARLSBAD, CA
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09/19/2013 - 12/01/2016 SECURITIES AMERICA ADVISORS, INC. (CRD#:110518) SAN DIEGO, CA
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09/18/2013 - 12/01/2016 SECURITIES AMERICA, INC. (CRD#:10205) SAN DIEGO, CA
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05/31/2010 - 09/25/2013 AXA ADVISORS, LLC (CRD#:6627) SAN DIEGO, CA
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05/11/2010 - 09/25/2013 AXA ADVISORS, LLC (CRD#:6627) SAN DIEGO, CA
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.