J. LongCRD Number: 1360044
Current Firm: Raymond James Financial Services Advisors, Inc.
J. Long (CRD# 1360044) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lancaster, PA and has over 32 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Investment Planning Group||Lancaster, PA||Aug 2010 - Current||7|
|Raymond James Financial Services Advisors, Inc.||Lancaster, PA||Jan 2009 - Current||8|
|501c3 School District Board||Lancaster, PA||Sep 2003 - Current||13|
|Raymond James Financial Services, Inc.||Lancaster, PA||Jun 1987 - Current||30|
|Ken's Ltd||Lancaster, PA||Jun 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
|S65||NASAA Investment Advisors Law Examination||Mar 1996|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- 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