Jason J. Long
Professional summary
Jason James Long, who also goes by Jason James Long, Jason Long, is a registered financial professional currently at ALLIANZ LIFE FINANCIAL SERVICES, LLC located in Minneapolis, Minnesota.
Jason is registered as a RR (Registered Representative) and started their career in finance in 1999. Jason has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jason James Long's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 2, 2018 - Present
ALLIANZ LIFE FINANCIAL SERVICES, LLC
Office #1: 5701 Golden Hills Drive, Minneapolis, MN 55416October 4, 2016 - April 10, 2018
P.J. ROBB VARIABLE, LLC
April 29, 2014 - August 31, 2016
ALLSTATE FINANCIAL SERVICES, LLC
July 8, 2009 - December 31, 2013
EVERLAKE DISTRIBUTORS, LLC
March 16, 2007 - December 22, 2008
AST INVESTMENT SERVICES, INC.
March 16, 2007 - December 22, 2008
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
October 13, 2005 - February 23, 2007
MML INVESTORS SERVICES, LLC
March 14, 2001 - October 4, 2005
PRUCO SECURITIES, LLC.
September 21, 1999 - October 4, 2005
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/7/2018)
Exams
FINRA
Current Firm
ALLIANZ LIFE FINANCIAL SERVICES, LLC
CRD#: 612 / SEC#: , 8-13630
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA | OWNER | |
| DIAN, MATTHEW CHRISTOPHER | CHIEF COMPLIANCE OFFICER | 2246088 |
| GAUMOND, WILLIAM EDWARD | DIRECTOR | 5294073 |
| HELMEN, JOHN CURTIS | ASSISTANT VICE PRESIDENT, DISTRIBUTION NATIONAL ACCOUNTS | 4988276 |
| LORD-KRAHN, KRISTINE MARIE | CHIEF LEGAL OFFICER | 4241291 |
| THOMES, ERIC JON | CHIEF EXECUTIVE OFFICER | 4645308 |
| WALTHER, COREY JAY | PRESIDENT | 2398952 |
| WYSOCKI, REBECCA | PRINCIPAL FINANCIAL OFFICER | 6558204 |
| WYSOCKI, REBECCA | CHIEF FINANCIAL OFFICER | 6558204 |
| WYSOCKI, REBECCA | PRINCIPAL OPERATIONS OFFICER | 6558204 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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