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Jennifer L
Series 66
Henderson, NY
Chisholm Financial Planning & Investments
Jennifer Logan is a financial advisor at Chisholm Financial Planning & Investments with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Osaic Wealth, Woodbury Financial Services, and Securities America Advisors. In addition to her advisory role, Logan practices as an attorney specializing in trust and estate planning for family and close friends and is licensed to sell fixed insurance products. Chisholm Financial Planning & Investments provides individualized investment management and financial planning services, focusing on non-discretionary accounts tailored to client objectives and risk tolerance. The firm offers fee-based asset management, fixed-fee planning, and educational workshops, managing $47 million in assets.
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