Financial Advisor Jay Logsdon, CPA, MBA, Joins the Krilogy Team

Jay Logsdon, CPA

Jay Logsdon, CPA, MBA

October 18, 2019, St. Louis, MO – The Krilogy team continues to grow with the addition of Jay Logsdon, Senior Financial Advisor in the firm’s Creve Coeur office. Logsdon brings more than 30 years of experience to Krilogy, with an emphasis on small business, operations, mergers and acquisitions, and tax strategies. As a Senior Advisor, he’ll work with Krilogy team members to enhance the firm’s deep dive into tax efficient financial planning, lending his practical, business-minded approach to the creation and management of clients’ plans.

Logsdon spent the last decade leading a management services firm which provided temporary CFO and COO solutions for small to medium sized privately held companies. He has served a variety of finance roles throughout his nearly 40-year career including positions as tax accountant in a large public accounting firm, as well as CFO and VP of Finance in the private sector. Logsdon has also purchased, owned and operated a number of businesses. He brings this breadth and depth of business and tax experience to Krilogy.

“As Jay sought to establish himself as a financial advisor, we quickly realized that he was an ideal addition to the Krilogy team,” said Kevin Reynolds, CFP®, CIS™, MBA, Financial Advisor. “He brings a diverse and expansive level of experience with tax strategies, especially for our business clients. These complementary skills, along with his alignment with Krilogy’s culture, allow us to dive even deeper into tax considerations as we prepare financial plans and wealth management strategies for clients.”

Logsdon was attracted to Krilogy’s team-oriented approach, as well as the firm’s size, which allows for specialists in various areas of investment and technology who work together to develop the most appropriate solutions for clients, addressing their entire financial picture.

“Krilogy is a firm with a great deal of positive energy, with a true team approach,” said Logsdon. “This energy stems from the attraction of advisors at all levels, including the young, driven individuals who offer a different perspective in the planning process, as well as the firm’s focus on continuous improvement, growth, and a values-based environment. It’s fun, competitive and always puts the clients first.”

A native of Peoria, Illinois, Logsdon received his BSBA and MBA from Southern Illinois University Edwardsville. He has called the St. Louis area home since 1976, and currently resides in Wildwood with his wife, Laura.

About Krilogy Financial®

Krilogy is an independent money management firm known for putting in relentless effort to develop strategies and manage clients’ wealth. Founded in 2009, the firm takes an institutional-style approach, and has a disciplined, dynamic rebalancing process that leads to less volatility in returns. Krilogy believes in the firm’s fierce independence, which allows the team to be plan-driven not product-driven, and operate with a “client first, firm second” philosophy. From 2014 through 2018, Krilogy has been named to the St. Louis Business Journal’s list of the Fastest Growing Companies in the region, as well as the INC 5000 list of the country’s fastest growing companies from 2014-2019. The firm was named among St. Louis’ “Best Places to Work” in 2018 by the St. Louis Business Journal for the fifth time and was the winner of the publication’s 2018 “Best Places to Work for Young Professionals” Award. In 2017 and 2018, Krilogy received a Top Company Cultures award from Entrepreneur Magazine. Krilogy was also listed in the 2016, 2018 and 2019 Financial Times FT 300 list of the country’s top Registered Investment Advisory (RIA) firms. For additional information and disclosures about awards and honors received by Krilogy and its advisors, please click here or call 314.884.2800.

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