Jason Delong (CRD# 6945948) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Braselton, GA and has over 6 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 4787598
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Alight Financial Advisors | Charlotte, NC | May 2018 - Current | 6 |
Alight Solutions LLC | Lincolnshire, IL | May 2017 - Current | 7 |
Aon Hewitt | Lincolnshire, IL | Oct 2010 - Apr 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- GA
- NC
-
Total Assets Under Management32,132MILLIONS
-
Total Number of Accounts228,318ACCOUNTS
-
Average Account Value$140,734
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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