JL

John J. Long

STRATEGIC WEALTH SOLUTIONS
Lincroft, NJ
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CRD#: 4650164
JL

Professional summary


John Joseph Long JR, who also goes by John Joseph Long, John J. Long Jr., is a registered financial advisor currently at STRATEGIC WEALTH SOLUTIONS LLC located in Lincroft, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Joseph Long | John J. Long Jr.

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view John Joseph Long JR'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®
None

Experience


Current

July 14, 2021 - Present

STRATEGIC WEALTH SOLUTIONS LLC

RIA
CRD#: 314589
Lincroft, NJ
Past

June 5, 2018 - February 1, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Lincroft, NJ
Past

May 3, 2016 - January 24, 2022

INVST, LLC

RIA
CRD#: 282863
Red Bank, NJ
Past

April 20, 2016 - March 16, 2018

CHELSEA FINANCIAL SERVICES

BD
CRD#: 47770
Red Bank, NJ
Past

August 30, 2010 - April 20, 2016

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
EDISON, NJ
Past

August 5, 2010 - April 20, 2016

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
EDISON, NJ
Past

January 27, 2006 - July 23, 2010

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
WOODBRIDGE, NJ
Past

August 13, 2003 - July 23, 2010

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WOODBRIDGE, NJ

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.

Highlighted states indicate IAR registrations

IAR
New Jersey
(7/14/2021)
IAR
New York
(10/1/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/26/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SW
STRATEGIC WEALTH SOLUTIONS LLC
STRATEGIC WEALTH SOLUTIONS LLC

CRD#: 314589 / SEC#:

New Jersey
Registered Investment Advisory firm - (7/14/2021 Approved)
New York
Registered Investment Advisory firm - (10/1/2021 Approved)
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Contact information


Main Address
Lincroft, NJ
Mailing Address
Phone number
(732) 673-6463
Established
Firm type
Fiscal year end
# of Employees
3

Regulatory assets under management


Total Number of Accounts211
AUM (Assets Under Management)$ 24,766,085

Red Flags


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Company Information


STRATEGIC WEALTH SOLUTIONS LLC

CRD#: 314589Lincroft, NJ

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