James J. (Jay) Logsdon, Jr.

CPA, MBA

Senior Wealth Advisor

Phone (314) 480-3837

Cell (314) 450-0982

Fax (314) 884-2819

Office locations
Dallas, TX

Send Me a Message

About James J. (Jay) Logsdon, Jr.

James J. (Jay) Logsdon, Jr., CPA, MBA, is a Senior Wealth Advisor at Krilogy based in the Dallas, Texas office. He works with individuals who are approaching retirement or recently retired, helping them make informed decisions about retirement, tax, and estate planning. Jay joined Krilogy in 2019 and brings more than 40 years of experience in financial services.

Jay built his career in public accounting and financial planning, advising clients on financial, tax, and strategic planning matters. As a Certified Public Accountant, he looks at every plan through a tax and accounting lens, helping clients see how each decision connects to the rest of their financial picture.

Jay earned a Bachelor of Science in Business Administration (BSBA) in finance and an MBA from Southern Illinois University Edwardsville. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Missouri Society of CPAs.

Get to know Jay

Why I became an advisor

I started my career in public accounting, working with clients on their taxes and financial planning. Over time, more and more of those clients began asking me questions about wealth management, retirement planning, and estate planning. I realized that was where I could make the greatest difference, so I decided to focus my time there. Working directly with clients is still the best part of my job, and knowing I can help them gives me a huge amount of personal satisfaction.

Working with me

I work best with people who are approaching retirement or have recently retired. Most of the questions they bring to the table are ones my tax and accounting background has prepared me to answer for years, so we tend to be a natural fit. I enjoy these relationships because my clients are deeply invested in the answers, and those answers can have a real impact on their retirement years. When we first meet, my first question is simple: what is top of mind for you about your financial situation? We start there. And whenever a question comes up, reach out to me directly. I will either have the answer or find it and get back to you.

Outside the office

I grew up in East Peoria, Illinois, and today my wife, Laura, and I live in McKinney, Texas. Some of our favorite moments are the ones we get to spend with our daughter and granddaughter. When I have free time, you will usually find me on the golf course. I am a member at TPC Craig Ranch in McKinney.

Giving back matters to me. I support Be a Positive Light, an organization focused on suicide prevention, and I am involved with a number of church organizations.