Jason Egli, financial advisor Reedley CA

Jason Egli

CRD Number: 4119797
Current Firm: Long Family Office

Jason Egli (CRD# 4119797) is an Investment Advisor Representative working at Long Family Office in Reedley, CA and has over 23 years of experience in the finance industry. Jason Egli 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
Long Investment Advisory Reedley, CA Jan 2007 - Current 17
California Financial Network, Inc. Fresno, CA Apr 2000 - Current 23
Rate Net Fresno, CA Mar 1999 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
Contact Info for Jason S. Egli
Phone Number: 559-638-5336
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    40
    MILLIONS
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $277,628
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NC

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