Jason Long (CRD# 5049392) is an Investment Advisor Representative working at Fisher Investments in Yutan, NE and has over 17 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Investments | Camas, WA | Dec 2018 - Current | 5 |
| Charles Schwab & Company, Inc. | Omaha, NE | Aug 2017 - Nov 2018 | 1 |
| Charles Schwab Bank | Omaha, NE | Aug 2017 - Nov 2018 | 1 |
| Td Ameritrade | West Palm Beach, FL | Nov 2012 - Aug 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- NE
- TX
-
Total Assets Under Management235,943MILLIONS
-
Total Number of Accounts148,462ACCOUNTS
-
Average Account Value$1,589,251
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- 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
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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