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Logan Johnson

Advisor at Mass Mutual Investors Services

Updated today

Location

Jonesboro, AR 72401

Credentials

Series 66

Industry experience

5 years

About

Logan Johnson is a financial advisor with Mass Mutual Investors Services in Jonesboro, AR, holding a Series 66 license and five years of industry experience. He has worked at Mass Mutual Investors Services since 2020 and previously at Northwestern Mutual and Arkansas State University. Outside of advising, he is the owner of NEA Finco LLC, an LLC established for tax purposes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning and asset management services using firm-approved analytical tools, with offerings including event-driven planning programs such as divorce planning and estate settlement.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

1700 E Highland Dr, 3rd Floor Suite A

Jonesboro, AR 72401

Most active in

Arkansas · Texas

Work history

Mass Mutual Investors Services

2020 - Present (6 years)

Mass Mutual Life Insurance Company

2019 - Present (7 years)

Northwestern Mutual

2019 - 2019 (1 year)

Arkansas State University

2017 - 2019 (2 years)

Harding University

2016 - 2016 (1 year)

Academy Sports & Outdoors

2016 - 2016 (1 year)

Crowley's Ridge Academy

2010 - 2016 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Carrie Q

Series 63, Series 65, Series 66

Jonesboro, AR

Quraishi Wealth Management

Carrie Quraishi is the principal of Quraishi Wealth Management in Jonesboro, Arkansas, with 11 years of experience in financial advising. She holds Series 63, 65, and 66 licenses and has previously worked at Sofos Investments, Inc. and Pollock Advisory Group, Inc. In addition to her financial advisory role, she is a practicing lawyer and owner of Quraishi Law Firm PLLC, where she provides legal services part-time. Quraishi Wealth Management offers discretionary asset management and financial planning to individual and high-net-worth clients, managing approximately $55.4 million in assets across about 88 client relationships. The firm employs sub-advisors and model portfolios, conducts regular account reviews and rebalancing, and utilizes third-party platforms to oversee external accounts without taking custody.

Retirement income strategy Tax-loss harvesting Roth conversion strategy Charitable giving tax strategies Wealth management Attorney
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Joe S

Series 65, Series 66

Jonesboro, AR

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Joe Selby is a financial advisor with Lasting Mark Retirement Group LLC in Jonesboro, Arkansas, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Impact Legacy Retirement Group RIA, LLC and First Heartland Capital Inc. Selby is also owner of Selby Insurance & Financial, Inc., a business providing health, personal, and commercial insurance services. Lasting Mark Retirement Group serves individual and high-net-worth clients with portfolio management and financial planning, emphasizing modern portfolio theory and a long-term trading approach. The firm operates a five-advisor team across seven offices, managing approximately $33 million in assets and offering services through negotiated fixed annual planning packages.

Retirement income strategy Medicare planning General estate planning guidance
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Jacqueline P

Series 63, Series 65

Jonesboro, AR

1 St Discount Brokerage, Inc.

Jacqueline Pardew is a seasoned financial advisor with 36 years of industry experience, currently serving with 1 St Discount Brokerage, Inc. since 2002. She holds Series 63 and Series 65 designations and also has a longstanding role at Southern Management Corp. Outside of advising, Pardew is co-owner and treasurer of a construction company and president of a property management firm, and she participates in volunteer activities with her local Episcopal Church. 1 St Discount Brokerage, Inc. serves individual and institutional clients, providing a range of advisory services including portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach guided by written policy statements and blends fundamental, technical, quantitative, and qualitative analyses.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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John G

Series 63, Series 66

Jonesboro, AR

Stephens

John Gay is a financial advisor at Stephens with 28 years of industry experience. He has been with Stephens Inc since 2008 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a co-owner of Landseair Investments LLC, involved in real estate and agriculture operations, and serves as a board member with a minor ownership stake at First National Bank. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension plans, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.

Wealth management Founder/Business Owner Retired
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Heather V

Series 66

Jonesboro, AR

Stephens

Heather Vangilder is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2018, with prior experience at Merrill and Bank of America. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.

Wealth management Founder/Business Owner Retired
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John G

Series 66

Jonesboro, AR

Stephens

John Gay Jr. is a financial advisor at Stephens with a Series 66 designation and 10 years of industry experience. He has been with Stephens since 2015 in various capacities. Outside of his advisory role, he serves as Treasurer for the Croft Cemetery Association, a nonprofit organization focused on cemetery maintenance in Beech Grove, Arkansas. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a centralized investment process supported by in-house research and offers a range of client platforms and specialized strategies.

Wealth management Founder/Business Owner Retired
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