John J. Long

STRATEGIC WEALTH SOLUTIONS LLC

Lincroft, NJ

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CRD#: 4650164

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.

1. Jarred Bunch Consulting (DBA INVST, LLC) -Investment related-9000 Keystone Crossing, Ste. 450, Indianapolis, IN 46240-RIA-Advisor-4/2016-160 hrs/mth-100% during trading hrs-Holistic planner offering fee based management. 2. Fixed Insurance-Not investment related-17 High Point Road, Lincroft, NJ 07738-Fixed Insurance-Agent-2003-40 hrs/mth-20 during trading hrs- Offer and sell fixed insurance business during the planning process. 3. Strategic Wealth Solutions; Investment Related; At Registered Branch Office Location; RIA; Chief Compliance Officer; 04/2021; As Chief Compliance Officer of Strategic Wealth Solutions LLC, John Joseph Long Jr supervises all activities of the firm.

Blog Corner

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

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

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

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

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/26/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/12/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/27/2009

General Securities Principal Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	211
AUM (Assets Under Management)	$ 24,766,085

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John J. Long

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Long JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

INVST, LLC

CHELSEA FINANCIAL SERVICES

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/26/2004

SIE

Date: 10/1/2018

Series 7

Date: 8/12/2003

Series 24

Date: 7/27/2009

Current Firm

STRATEGIC WEALTH SOLUTIONS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRATEGIC WEALTH SOLUTIONS LLC

TRUST BUT VERIFY

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