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Logan Demarcus Jones

Advisor at SimplyRIA Advisor Network — Vernal, UT

Updated today

Credentials

Series 63, Series 65

Experience

< 1 year

Location

Vernal, UT

SimplyRIA Advisor Network logo

SimplyRIA Advisor Network

Team

Total advisors

24

Across 19 offices

Clients per advisor

25 Very Low

Avg AUM per client

$347,981 Very Low

HNW client ratio

8% Very Low

About

Logan Jones is an advisor with SimplyRIA Advisor Network in Vernal, UT. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Basin Financial Strategies LLC, State Farm, Intermountain Farmers Association, and Spectrum Industrial Products. SimplyRIA Advisor Network provides advisory services to individuals, trusts and estates, and qualified retirement plans. The firm operates as an RIA-aggregator, where independent practices are supervised under a common compliance framework, offering a mix of active and passive portfolio strategies along with access to alternative investments and advisory insurance products.

Client services

Based on SimplyRIA Advisor Network

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on SimplyRIA Advisor Network

Retirement income strategy Annuities Wealth management Private / alternative investments Options & derivatives strategies

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Fee options

Fixed

One-time fixed fees for financial planning engagements (amounts negotiable) and one-time fixed consulting fees

Percentage

$0+: Negotiable up to 3.00% annually for non-wrap investment management services, tiered/blended, tapered/best-tier, or fixed/contracted fee structures possible $0+: Wrap fee up to 2.48% annually for Caitlin John Wrap Fee Program (legacy clients only)

Commissions

Commission compensation received by licensed IARs for insurance products sold through outside business activities; separate from advisory fees

Project-based

Hourly charges reported in SEC Form ADV Part 1 but not specifically detailed in brochure

Subscriptions

Ongoing subscription planning fees billed monthly, quarterly, or semi-annually, negotiable based on engagement scope

Other

Account minimum: $250,000 Minimum fee: $300 annual minimum investment management fee per account Fee-only: Financial planning fees typically range from $1,000 to $10,000 but may be more or less depending on scope and complexity; consulting fees negotiable including fixed, tiered, or percentage-based fees (up to 1.50% annually for AUA services); qualified retirement plan advisory fees up to 1.50% annually

Location

See office

Vernal, UT

Vernal UT

Advisors at this office

1

Most active in

Utah

Work history

< 1 year of industry experience

Basin Financial Strategies LLC

2026 - Present • 1 year

Vernal, UT

SimplyRIA Advisor Network

2026 - Present • 1 year

Brighton, MI

Basins Best Insurance

2026 - Present • 1 year

Vernal, UT

State Farm Investment Management Corp,

2026 - 2026 • 1 year

Vernal, UT

State Farm VP Management Corp

2026 - 2026 • 1 year

Vernal, UT

State Farm Insurance

2026 - 2026 • 1 year

Vernal, UT

Intermountain Farmers Association

2024 - 2026 • 2 years

Vernal, UT

Spectrum Industrial Products

2023 - 2024 • 1 year

Logan, UT

Spectrum Industrial Products

2021 - 2023 • 2 years

Logan, UT

Spectrum Industrial Products

2018 - 2021 • 3 years

Logan, UT

Jones Farms, LLC

2016 - 2018 • 2 years

Virden, NM

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joshua C

Series 63, Series 65

Vernal, UT

Cook Financial, LLC

Joshua Cook is a financial advisor at Cook Financial, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for seven years. In addition to his advisory role, he operates as an independent non-variable insurance agent specializing in life insurance, fixed annuities, disability, and Medicare plans. Cook Financial provides discretionary asset management and goal-based financial planning to individuals, high-net-worth clients, trusts, estates, and business owners. The firm manages approximately $6.3 million and uses fundamental, technical, and Monte Carlo analysis to tailor portfolios to client objectives and risk tolerance.

General retirement planning Income planning Wealth management Tax-loss harvesting Founder/Business Owner
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Tory A

Series 65

Vernal, UT

Trek Financial

Tory Anderson is a Series 65 licensed financial advisor at Trek Financial with five years of industry experience. His prior roles include positions at Koda Resources and QEP Resources, where he worked from 2013 to 2021. Outside of advisory work, Anderson spends time as a mechanic and holds life and health insurance licenses. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a mix of strategic and tactical portfolio approaches, incorporating AI tools and a wide range of systematic strategies and alternative investment options.

Active portfolio management Tax-loss harvesting Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Delmer H

ChFC®, Series 63, Series 65

Vernal, UT

Trek Financial

Delmer Hyde is a financial advisor at Trek Financial with 44 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. He previously worked at Purshe Kaplan Sterling Investments and World Equity Group before joining Trek Financial. Outside of advising, he assists with the manufacture and sale of farm and garden products through a family business. Trek Financial serves individual, high-net-worth clients, and institutional retirement plans by providing discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical portfolio construction using rule-based, evidence-based, and AI-assisted models, offering a wide range of systematic strategies, alternative investments, and specialized hedging techniques.

Active portfolio management Tax-loss harvesting Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

Justin H

Series 66

Vernal, UT

Edward Jones

Justin Harris is a financial advisor with Edward Jones in Vernal, Utah, holding a Series 66 designation and three years of industry experience. He previously worked for Mountain America Credit Union for 14 years. Outside of advisory work, he owns a residential rental property and holds a limited partner position in a private credit fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates a large national network of advisors and branch offices and provides overlay and tax-efficient services under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Oil & Gas
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Thomas J

Series 63, Series 66

Vernal, UT

Edward Jones

Thomas Jones is a financial advisor with Edward Jones in Vernal, UT, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he is president of JVI Investments LLC and manages several rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Leslie M

Series 66

Vernal, UT

Edward Jones

Leslie Meinrod is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Leslie has been with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Executive Oil & Gas
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