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Jeffry C

CFP®, Series 65, Series 66

Baton Rouge, LA

Logical Investments, LLC

Jeffry Cobb is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Logical Investments, LLC in Baton Rouge, LA. He has been affiliated with Foresters Equity Services Inc and Logical Investments since 2011. Outside of his advisory work, he is involved in life and health insurance sales and tax preparation through related business activities. Logical Investments, LLC serves individual investors, corporate entities, and limited partners by providing discretionary portfolio management, financial planning, and tax consulting. The firm is notable for managing a hedged equity pooled vehicle and employs a model-based investment approach combining fundamental and statistical analysis with options-based strategies and momentum trading.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management
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