Jessica M. Long

BLBB ADVISORS

Montgomeryville, PA 18936

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CRD#: 5244565

Professional summary

Jessica Marie Long, AIF® is a registered financial advisor currently at BLBB ADVISORS located in Montgomeryville, Pennsylvania.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jessica has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Jessica Marie Long'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

February 26, 2026 - Present

BLBB ADVISORS

Office #1: 103 Montgomery Avenue, Montgomeryville, PA 18936

RIA

CRD#: 139096

Montgomeryville, PA

Past

October 15, 2013 - August 21, 2024

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

RIA

CRD#: 138638

BETHLEHEM, PA

Past

August 7, 2012 - December 31, 2017

CORNERSTONE INSTITUTIONAL INVESTORS, INC.

RIA

CRD#: 44664

BETHLEHEM, PA

Past

May 22, 2012 - August 21, 2024

M HOLDINGS SECURITIES, INC.

CRD#: 43285

BETHLEHEM, PA

Past

August 26, 2009 - May 15, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ALLENTOWN, PA

Past

May 27, 2008 - August 4, 2009

LPL FINANCIAL LLC

CRD#: 6413

ALLENTOWN, PA

Past

August 22, 2007 - May 27, 2008

IFMG SECURITIES, INC.

CRD#: 14416

ALLENTOWN, PA

Past

January 3, 2007 - June 9, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

ALLENTOWN, PA

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".

BLBB ADVISORS

BLB & B ADVISORS, LLC | BLBB ADVISORS

CRD#: 139096 / SEC#: 801-65840

RIA

Registered Investment Advisory firm - (3/8/2006 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

Pennsylvania
(2/26/2026)

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: 1/16/2007

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: 1/2/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/29/2016

General Securities Principal Examination

Current Firm

BLBB ADVISORS

BLB & B ADVISORS, LLC | BLBB ADVISORS

CRD#: 139096 / SEC#: 801-65840

RIA

Registered Investment Advisory firm - (3/8/2006 Approved)

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Contact information

Main Address

103 Montgomery Avenue, Montgomeryville, PA 18936

Mailing Address

P.o. Box 1010, Montgomeryville, PA 18936

Phone number

(215) 643-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BLBB_3_26_2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	3,588
AUM (Assets Under Management)	$ 2,739,761,758

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/23/2025	Cover Page	Report
08/30/2024	Cover Page	Report
04/02/2024	Cover Page	Report
11/07/2023	Cover Page	Report
11/02/2023	Cover Page	Report
01/26/2023	Cover Page	Report

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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Firm Stability Insights

Jessica M. Long

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Marie Long's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

CORNERSTONE INSTITUTIONAL INVESTORS, INC.

M HOLDINGS SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

IFMG SECURITIES, INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

BLBB ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/16/2007

SIE

Date: 10/1/2018

Series 7

Date: 1/2/2007

Series 24

Date: 3/29/2016

Current Firm

BLBB ADVISORS

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BLBB ADVISORS

TRUST BUT VERIFY

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