Kenneth P. Logan, CFP^®

Jones Financial Group

5275 E Trindle Rd
Mechanicsburg, PA 17050

FINANCIAL ADVISOR'S WEBSITE

https://www.thejonesfg.com/

(717) 210-5720 CONNECT WITH Kenneth

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Commission, Fee-Only and Fee-Based compensation options are all available, whatever makes the most sense for the client.

Minimums

HOUSEHOLD INCOME MINIMUM

$50,000

Investable Asset Minimum

$10,000

My Links

Jones Financial Group Website

General

Kenneth Logan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jones Financial Group in Mechanicsburg, PA and the surrounding communities.

Financial Advisor Overview

Investments. Small Business Retirement Plans. Financial Consulting. Insurance Planning.

Financial Advisor Experience

Degree in Industrial Engineering and spent 7 years at UPS. Career change to move into financial planning in 2011. Became CFP Professional in 2015. Purchasing retiring advisor book of business in 2023.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: PA
Fixed annuities: Many
Variable annuities: Many

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Ken Logan, CFP®, is a financial advisor with, and securities and advisory services are offered through, LPL Financial, Member FINRA/SIPC and a registered investment advisor. The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution, or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Insurance, Job Loss, Retirement, Long-term Care, Sudden Wealth