JL
CFP · ChFC
JL
CFP · ChFC

James Robert Vande Logt

20 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

Matthews, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James is a property manager for BDJV Properties, LLC, spending minimal time on it. He also works nearly full-time at VestGen Advisors, LLC, and is a co-founder and member of VestGen Wealth Partners Holdings.

Employment History
Current Registrations
Private Client Services, LLCBroker
December 2024 - Present · 1 yr 2 mos
Vestgen Advisors, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
LPL Financial LLC
November 2024 - December 2024 · 1 mo
LPL Financial LLCBroker
November 2019 - December 2024 · 5 yrs 1 mo
LPL Financial LLC
November 2019 - October 2024 · 4 yrs 11 mos
Efg Advisors, LLC
May 2013 - March 2014 · 10 mos
Valmark Advisers, INC.
July 2012 - November 2019 · 7 yrs 4 mos
Valmark Securities, INC.Broker
July 2012 - November 2019 · 7 yrs 4 mos
Woodbury Financial Services, INC.
May 2010 - July 2012 · 2 yrs 2 mos
Woodbury Financial Services, INC.Broker
April 2010 - July 2012 · 2 yrs 3 mos
Northwestern Mutual Investment Services,llc
January 2010 - May 2010 · 4 mos
Northwestern Mutual Investment Services, LLCBroker
March 2005 - May 2010 · 5 yrs 2 mos
State Registrations17 states
AZCADEFLGAILINKYMIMNNCNJNVPATXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
James Robert Vande Logt - Financial Advisor | TrueAdvisor