JL
Jimmy D. Long
IGNITE PLANNERS LLC
Natchitoches, LA
Some features on this profile are disabled
CRD#: 4651554
JL
Professional summary
Jimmy Dale Long JR, who also goes by Jimmy Dale Long II, Jimmy Dale Long Jr., is a registered financial advisor currently at IGNITE PLANNERS LLC located in Natchitoches, Louisiana.
Jimmy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jimmy has worked at 11 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jimmy Dale Long Ii | Jimmy Dale 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.
Jimmy D. Long, Jr., LLC; not investment related; 704 St. Clair Avenue, Natchitoches, LA 71457; law practice; 01/1991; sole owner/officer; 80 hours per month; 80 hours during securities trading hours; law practice. Long Financial Services, LLC; not investment related; 704 St. Clair Avenue, Natchitoches, LA 71457; fixed annuity and life insurance; 04/2003; sole owner/officer; 20 hours per month; 20 hours during securities trading hours; fixed annuity and life insurance sales. Dixie Foods of Natchitoches, Inc; not investment related; 704 St. Clair Avenue, Natchitoches, LA 71457; owns family rental real estate, no securities; 09/2016; sole owner/officer; 5 hours per month; 0 hours during securities trading hours; family grocery store building now passive real estate rental. Long Family Trust; not investment related; 704 St. Clair Avenue, Natchitoches, LA 71457; trustee for trust owning family rental real estate, no securities; 09/2016; sole trustee; 5 hours per month; 0 hours during securities trading hours; family shopping center, now passive real estate rental. The Estate Planning Team; not investment related 45110 Club Drive, Ste. B, Indian Wells, CA 92210; referrals for Deferred Sales Trusts; 02/2024; referral partner not an officer, employee, or agent; 10 hours per month; 10 hours during securities trading hours; refer potential clients for trusts in which I may be hired as the investment advisor. Tax Wealth; not investment related; 2400 Alicia Parkway #17-342, Mission Viejo, CA 92691; referrals for tax planning; 02/2024; referral partner; not an officer, employee, or agent; 10 hours per month; 10 hours during securities trading hours; refer potential clients for tax planning in which I may be hired as the investment advisor.
CRS (Client Relationship Summary) - RIA
Click below to view Jimmy Dale 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®
NoneExperience
Current
April 3, 2024 - Present
IGNITE PLANNERS LLC
RIA
CRD#: 289797
Natchitoches, LA
Past
July 17, 2023 - October 11, 2023
CAITLIN JOHN, LLC
RIA
CRD#: 154494
Natchitoches, LA
Past
November 16, 2021 - June 22, 2022
ALPHASTAR CAPITAL MANAGEMENT
RIA
CRD#: 157423
Natchitoches, LA
Past
April 13, 2021 - November 12, 2021
BISON WEALTH, LLC
RIA
CRD#: 299805
Natchitoches, LA
Past
April 14, 2020 - December 31, 2020
GRADIENT ADVISORS, LLC
RIA
CRD#: 152665
Natchitoches, LA
Past
August 8, 2019 - December 31, 2019
GRADIENT ADVISORS, LLC
RIA
CRD#: 152665
Natchitoches, LA
Past
May 23, 2019 - August 16, 2019
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Irving, TX
Past
March 14, 2019 - June 12, 2019
VIRTUE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 167816
NATCHITOCHES, LA
Past
October 30, 2018 - May 24, 2019
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
RIA
CRD#: 144008
Natchitoches, LA
Past
January 29, 2018 - October 30, 2018
ROYAL FUND MANAGEMENT, LLC
RIA
CRD#: 144434
Natchitoches, LA
Past
February 16, 2016 - February 16, 2017
LONG ASSET MANAGEMENT, LLC
RIA
CRD#: 282288
NATCHITOCHES, LA
Past
October 29, 2015 - February 15, 2016
INSTITUTE FOR WEALTH ADVISORS, INC.
RIA
CRD#: 149347
Natchitoches, LA
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".
IP
IGNITE PLANNERS LLC
ATLAS INVESTMENT MANAGEMENT | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC
CRD#: 289797 / SEC#: 801-112029
RIA
Registered Investment Advisory firm - (11/13/2017 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.Highlighted states indicate IAR registrations
IAR
California(4/3/2024)
IAR
Louisiana(4/11/2024)
IAR
Texas(4/3/2024)
Current Firm
IP
IGNITE PLANNERS LLC
ATLAS INVESTMENT MANAGEMENT | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC
CRD#: 289797 / SEC#: 801-112029
RIA
Registered Investment Advisory firm - (11/13/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
109 E. Escalones, San Clemente, CA 92672
Mailing Address
Phone number
(619) 504-1907
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,892 |
| AUM (Assets Under Management) | $ 941,775,371 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
