Monty Long (CRD# 6376515) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Seattle, WA and has over 9 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Monty Long Jr | Seattle, WA | Feb 2024 - Current | < 1 |
Jp Morgan Securities, LLC | Seattle, WA | Nov 2019 - Current | 4 |
Jp Morgan Chase Bank, N.a. | Seattle, WA | Nov 2019 - Current | 4 |
Bank Of America, N.a. | Shoreline, WA | Jan 2015 - Nov 2019 | 4 |
Merrill Lynch Pierce Fenner & Smith Incorporated | Shoreline, WA | Oct 2014 - Nov 2019 | 5 |
Jpmorgan Securities LLC | Seattle, WA | Jul 2014 - Sep 2014 | < 1 |
Jpmorgan Chase Bank | Los Angeles, CA | Jan 2002 - Jul 2014 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- TX
- WA
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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