Jordan Long, financial advisor Wheaton IL
89 score

Jordan Long

CRD Number: 6182131
Current Firm: First Trust Advisors LP

Jordan Long (CRD# 6182131) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 3 years of experience in the finance industry.

Similar Advisors
Allen Kutchins, financial advisor Wheaton IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Score
106
Similar Advisors
Daniel Lockwood, financial advisor Wheaton IL
Daniel A. Lockwood
CRD# 3080178
Waddell & Reed
Score
104
Similar Advisors
Jonathan Rogers, financial advisor Wheaton IL
Jonathan M. Rogers
CRD# 5307693
Forum Financial Management, LP
Score
104
Company Name Location Dates Years
First Trust Portfolios LP Wheaton, IL May 2013 - Current 3
Taylor University Upland, IN Aug 2012 - May 2013 < 1
Think First Marketing Upland, IN Aug 2012 - Oct 2012 < 1
Performance Trust Chicago, IL May 2012 - Aug 2012 < 1
Taylor University Upland, IN Aug 2011 - May 2012 < 1
Timothy Financial, Inc. Wheaton, IL May 2011 - Aug 2011 < 1
Taylor University Upland, IN Aug 2009 - May 2011 1
Community High School West Chicago, IL Aug 2005 - Aug 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Jordan C. Long
Phone Number: 630-765-8000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    104,224
    MILLIONS
  • Total Number of Accounts
    4,116
    ACCOUNTS
  • Average Account Value
    $25,321,679
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.