Jerome Long, financial advisor Spartanburg SC
100 score

Jerome Long

CRD Number: 6378874
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jerome Long (CRD# 6378874) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Spartanburg, SC and has over 11 years of experience in the finance industry. Jeremy is a graduate of Leadership Spartanburg.

 

I offer my clients a single point of contact when seeking guidance for their financial affairs including: Retirement Planning, Investment Advice, Banking, Mortgage Origination and Servicing, Retirement Plans, Lending, Insurance including Medicare, Estate and Tax Planning, and Social Security Advice.

 

Since joining the industry 11 years ago I have realized the passion that I have for Financial Literacy and Education. Oftentimes these ideas are the cornerstone of a financial relationship with a trusted Consultant. My mission is to take the anxiety and stress that many individuals have regarding financial affairs and change their outlook to one of joy and comfortability.

 

I specialize in translating complicated and numerous world economic factors into customized portfolio strategies that achieve my clients goals, while minimizing risk. I also enjoy helping clients take advantage of the many tax minimization strategies that are available to them.

 

In my personal life, I enjoy many volunteer activities including serving as co-chair of the Bank of America Community Volunteer Committee. I lead our Upstate team by organizing all sponsored volunteer activity for Bank of America associates in the Upstate including: Habitat for Humanity, Junior Achievement, American Cancer Society, Susan G. Komen, and Harvest Hope Food Bank. Lastly, I have a passion for volunteering to deliver meals to needy families through Mobile Meals and Meals on Wheels and I strongly support the mission of the Boy Scouts of America.

 

I also enjoy attending any sporting event, hiking and camping, music, and the dramatic arts.

 

Individuals that should connect with me would be anyone interested in learning more about what I do for my valued clients. I also work closely with CPA's and Attorney's as much of what I do includes utilizing their services for my clients. Please contact me any time.

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Company Name Location Dates Years
Bank Of America, N.a. Spartanburg, SC Jan 2015 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Spartanburg, SC Jul 2014 - Current 3
Bank Of America Greenville, SC Sep 2006 - Jul 2014 7
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Sep 2014
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Jerome R. Long
Phone Number: 864-596-5415
Registered State(s):
  • SC
  • AL
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • MD
  • NJ
  • NY
  • NC
  • OH
  • TN
  • TX
  • VT
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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