B. Riley Wealth Advisors
46yrs
Top advisor by experience in Buffalo
1yr
Jay Logan
Financial advisor at Merrill
Based in Buffalo, New York, Jay Logan is a fiduciary financial advisor with 1 year of industry experience. Jay has been with Merrill since 2026. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 385 advisors with offices in Buffalo, and one of 327 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office10 Fountain Plaza, Buffalo, NY 14202
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowMerrillCurrent firm
Contact Jay
(800) 637-7455Firm headquarters in New York, NY. Ask for Jay. 10 Fountain PlazaBuffalo, NY 14202Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jay
Tailored to Jay’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jay
How do I contact Jay?
Call Merrill at (800) 637-7455 and ask for Jay Logan. Jay works from the Buffalo, NY office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Jay hold?
Series 66. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jay 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.
Other advisors nearby
Trubee Wealth Advisors
45yrs
Top advisor by experience at Trubee Wealth Advisors
Merrill
44yrs
Top 1% by experience in Buffalo
UBS Financial Services
44yrs
Top 1% by experience in Buffalo
SB Advisory
43yrs
Top advisor by experience at SB Advisory
UBS Financial Services
43yrs
Top 1% by experience in New York