Wells Fargo Advisors
46yrs
Top advisor by experience in Jacksonville Beach
4yrs
Logan Smith
Financial advisor at Citigroup Global Markets
Logan Smith is a fiduciary financial advisor in Jacksonville Beach, Florida, with 4 years in the industry. Logan joined Citigroup Global Markets in 2024, a firm offering financial planning, investment management, and private fund management. Citigroup Global Markets reports being paid through a percentage of assets and flat fees.
One of 100 advisors with offices in Jacksonville Beach, and one of 88 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeJacksonville Beach, FL
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$714,318
Advisors at the firm2,402
States licensed ?1 state
Services through Citigroup Global Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingOther 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.
Career
- 2024 – nowCitigroup Global Markets Inc.Current firm
Contact Logan
(212) 816-6000Firm headquarters in New York, NY. Ask for Logan. Jacksonville Beach, FLOffice · Get directions YouTube channelCitigroup Global MarketsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Logan
Tailored to Logan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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 Logan
How do I contact Logan?
Call Citigroup Global Markets at (212) 816-6000 and ask for Logan Smith. Logan works from the Jacksonville Beach, FL office.
How long has Logan been a financial advisor?
Logan has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Logan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Logan a fiduciary?
Logan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Logan paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Logan 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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