James Longest, financial advisor Knoxville TN

James Longest

CRD Number: 5790875
Current Firm: Longest & Young, LLC

James Longest (CRD# 5790875) is an Investment Advisor Representative working at Longest & Young, LLC in Knoxville, TN and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Longest & Young, LLC Knoxville, TN Dec 2012 - Current 10
James Longest Cpa, Pc Knoxville, TN Dec 2012 - Current 10
Morgan Stanley Smith Barney Knoxville, TN May 2010 - Dec 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for James B. Longest
Phone Number: (865) 240-3259
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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