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JL

Jimmy D. Long

IGNITE PLANNERS
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jimmy Dale Long JR's CRS (Customer Relationship Summary).
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

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/12/2015
Uniform Investment Adviser Law Examination

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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (1/28/2025)

Regulatory assets under management

Total Number of Accounts3,892
AUM (Assets Under Management)$ 941,775,371

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.

Company Information

IGNITE PLANNERS LLC

CRD#: 289797Natchitoches, LA

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