Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Director
Senior Wealth Strategy Associate
Jerrod Logan is a Director and Senior Wealth Strategy Associate with UBS Financial Services, based in the Greater Phoenix area. He brings nearly two decades of experience in financial services, wealth management, and client advisory. Jerrod began his career in banking with BMO Harris in 2005, where he steadily advanced from personal banking roles to leadership positions, ultimately serving as Vice President and Senior Premier Banker. In 2020, he joined UBS Financial Services to continue delivering tailored financial strategies for individuals and families, with a focus on helping clients achieve long-term stability and growth.
He holds FINRA licenses including Series 7, Series 6, and Series 63, along with the Securities Industry Essentials (SIE) exam, and is registered in Arizona and California. A graduate of Benedictine College, Jerrod combines his financial expertise with a client-first approach built on trust and partnership. Outside of his professional life, Jerrod is a devoted husband, and father of two. He is actively involved in his community, where he volunteers his time as a youth football coach—bringing the same leadership, mentorship, and teamwork values from the field into his professional practice.
Director
Senior Wealth Strategy Associate
Jerrod Logan is a Director and Senior Wealth Strategy Associate with UBS Financial Services, based in the Greater Phoenix area. He brings nearly two decades of experience in financial services, wealth management, and client advisory. Jerrod began his career in banking with BMO Harris in 2005, where he steadily advanced from personal banking roles to leadership positions, ultimately serving as Vice President and Senior Premier Banker. In 2020, he joined UBS Financial Services to continue delivering tailored financial strategies for individuals and families, with a focus on helping clients achieve long-term stability and growth.
He holds FINRA licenses including Series 7, Series 6, and Series 63, along with the Securities Industry Essentials (SIE) exam, and is registered in Arizona and California. A graduate of Benedictine College, Jerrod combines his financial expertise with a client-first approach built on trust and partnership. Outside of his professional life, Jerrod is a devoted husband, and father of two. He is actively involved in his community, where he volunteers his time as a youth football coach—bringing the same leadership, mentorship, and teamwork values from the field into his professional practice.
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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