Joshua Eder, financial advisor Missoula MT

Joshua Eder

CRD Number: 5104561
Current Firm: S.g. Long & Company

Joshua Eder (CRD# 5104561) is an Investment Advisor Representative working at S.g. Long & Company in Missoula, MT and has over 18 years of experience in the finance industry. Joshua Eder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
S.g. Long & Company Missoula, MT Nov 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2006
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Joshua D. Eder
Phone Number: 406-721-0999
Registered State(s):
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $152,448
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

ID, MT, TX

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