Jacob Logan
Financial Advisor at Carter Financial Group - Investment & Wealth Management Solutions
- Role
- Financial Advisor at Prudential Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jacob Logan
As a Financial Advisor, I help individuals, families, and small businesses grow their assets for the long term. I work closely with my clients in order to recommend the appropriate services and products to help achieve their unique goals. I have the skills, knowledge, and experience to match your investment portfolio with your risk tolerance, time horizon, and investment objectives, while also suggesting alternatives to help protect your assets.
Experience
Financial Advisor
Dec 2021 — Present
A Financial Advisor• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
Education
University of South Carolina
Bachelor of Business Administration - BBA, Finance & Real Estate
2017 — 2021
South Mecklenburg High School
High School Diploma
2013 — 2017
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