Jeremy Long (CRD# 5928272) is an Investment Advisor Representative working at Visionary Horizons, LLC in Brentwood, TN and has over 10 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Visionary Horizons Wealth Management | Knoxville, TN | Jan 2021 - Current | 3 |
| Unemployed | Nashville, TN | Sep 2020 - Dec 2020 | < 1 |
| Suntrust Bank | Nashville, TN | Jul 2019 - Aug 2020 | 1 |
| Suntrust Advisory Services, Inc. | Atlanta, GA | Jul 2019 - Aug 2020 | 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jul 2019 - Aug 2020 | 1 |
| Suntrust Advisory Services | Atlanta, GA | Sep 2016 - Jul 2019 | 2 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Feb 2014 - Jul 2019 | 5 |
| Suntrust Bank | Nashville, TN | Feb 2014 - Jul 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2014 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- TN
-
Total Assets Under Management253MILLIONS
-
Total Number of Accounts1,259ACCOUNTS
-
Average Account Value$200,630
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, GA, KY, LA, NC, NE, TN, TX
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