JL
John J. Long
TOTAL CLARITY WEALTH MANAGEMENT,
LISLE, IL
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CRD#: 2319091
JL
Professional summary
John J Long, who also goes by John Long, is a registered financial advisor currently at TOTAL CLARITY WEALTH MANAGEMENT, INC located in Lisle, Illinois and LPL FINANCIAL LLC located in Lisle, Illinois.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. John has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Long
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 03/23/2004- Non-Variable Insurance - Investment Related - At Reported Business Location(s) (2) 12/07/2004- Non-Variable Insurance - Investment Related - At Reported Business Location(s) (3) 3/26/2008: NO BUSINESS NAME - Not Investment Related - REFEREE - Time Spent 10% - OFFICIATE HIGH SCHOOL AND MIDDLE SCHOOL FOOTBALL (4) 8/19/2013: NO BUSINESS NAME - Not Investment Related - COACH/REFEREE - Time Spent 5% - REFEREEING YOUTH AND HIGH SCHOOL BASKETBALL- -compensated per game; assigned by assignors for individual conferences. (5) 6/1998 - J. Long & Associates - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - 0 Hours Per Month/ 0 Hours During Securities Trading (6) 01/26/2024 - Total Clarity Wealt Management, Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/21/2023 - 140 Hours Per Month/ 7 Hours During Trading (7) 01/29/2024 - Total Clarity Wealth Management,Inc - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/21/2023 - 140 Hours Per Month/ 6 Hours During Trading - I provide investment advisory services through Total Clarity Wealth Management, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view John J Long's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 21, 2023 - Present
TOTAL CLARITY WEALTH MANAGEMENT, INC
RIA
CRD#: 142728
LISLE, IL
Current
September 9, 1999 - Present
LPL FINANCIAL LLC
RIA
BD
CRD#: 6413
LISLE, IL
Past
November 8, 2019 - January 8, 2024
CAPITAL POINT FINANCIAL GROUP, LTD.
RIA
CRD#: 171867
GLENVIEW, IL
Past
November 1, 1999 - October 6, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
GLENVIEW, IL
Past
October 13, 1995 - August 27, 1999
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TOTAL CLARITY WEALTH MANAGEMENT, INC
AMERICAN CAPITAL MANAGEMENT | TOTAL CLARITY WEALTH MANAGEMENT, INC | PREACTIVE INVESTMENTS | PLANNED FINANCIAL INDEPENDENCE | EXEMPLAR FINANCIAL NETWORK | CRITERION WEALTH ADVISORS, LLC | BEYOND WEALTH MANAGEMENT, INC. | AMERICAN CAPITAL MANAGEMENT, INC
CRD#: 142728 / SEC#: 801-67755
RIA
Registered Investment Advisory firm - (4/11/2007 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/24/2019)
RR
Illinois(9/9/1999)
IAR
Illinois(12/21/2023)
RR
Ohio(8/13/2015)
RR
Pennsylvania(4/13/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TC
TOTAL CLARITY WEALTH MANAGEMENT, INC
AMERICAN CAPITAL MANAGEMENT | TOTAL CLARITY WEALTH MANAGEMENT, INC | PREACTIVE INVESTMENTS | PLANNED FINANCIAL INDEPENDENCE | EXEMPLAR FINANCIAL NETWORK | CRITERION WEALTH ADVISORS, LLC | BEYOND WEALTH MANAGEMENT, INC. | AMERICAN CAPITAL MANAGEMENT, INC
CRD#: 142728 / SEC#: 801-67755
RIA
Registered Investment Advisory firm - (4/11/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
525 Tyler Rd Suite T, St. Charles, IL 60174
Mailing Address
Phone number
(630) 762-9352
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,412 |
| AUM (Assets Under Management) | $ 607,883,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
