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Advisors / Pennsylvania / Philadelphia
29yrs

John Logan

Financial advisor at Nomura Investment Management Business Trust

John Logan is a fiduciary financial advisor in Philadelphia, Pennsylvania, with 29 years in the industry. John joined Nomura Investment Management Business Trust in 2020, after ten years at Delaware Capital Management Advisers and four years at Lincoln Financial Distributors. Nomura Investment Management Business Trust offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and performance-based fees.

One of 1203 advisors with offices in Philadelphia, and one of 1105 fiduciaries.

Philadelphia, PA 19103Top 6% by experience at Nomura Investment Management Business TrustFiduciary advisor
Call the officeDirections

At a glance

Experience29 years (since 1997)
How that compares ?Top 6% by experience at Nomura Investment Management Business Trust
Office2005 Market Street, Philadelphia, PA 19103
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$66.2 million
Advisors at the firm52
States licensed ?1 state

Services through Nomura Investment Management Business Trust

Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Sep 2026 – now
    Nomura Capital Management LLCCurrent
  2. 2020 – now
  3. 2010 – 2020
    Delaware Capital Management Advisers, Inc.Previously
  4. 2006 – 2009
    Lincoln Financial Distributors, Inc.Previously

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call Nomura Investment Management Business Trust at (215) 531-6700 and ask for John Logan. John works from the Philadelphia, PA office.

How long has John been a financial advisor?

John has been in the industry since 1997, about 29 years. Top 6% by experience at Nomura Investment Management Business Trust.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Nomura Investment Management Business Trust reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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