JL
Jeremy M. Long
VISIONARY HORIZONS
Brentwood, TN 37027
Some features on this profile are disabled
CRD#: 5928272
JL
Professional summary
Jeremy M Long, who also goes by Jeremy M Long N/a, Jeremy Martin Long, is a registered financial advisor currently at VISIONARY HORIZONS, LLC located in Brentwood, Tennessee and LPL FINANCIAL LLC located in Brentwood, Tennessee.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jeremy has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 6TO and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy M Long N/a | Jeremy Martin Long
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) 10/2024 - Visionary Horizons /DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 10/2024 - Visionary Horizons Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3) 02/03/2025 - Visionary Horizons LLC - Investment Related - Registered Investment Advisor DBA - At reported business location(s) - Start Date: 10/07/2024 - 40 Hrs/Mth - 8 Hrs During Trading. 4) 02/03/2025 - Visionary Horizons LLC - Investment Related - Registered Investment Advisor Hybrid - At reported business location(s) -Start Date:02/09/2021 - 40 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Visionary Horizons, Inc, an independent investment advisor firm. I started this business activity in 2/2021. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy M Long'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
February 9, 2021 - Present
VISIONARY HORIZONS, LLC
Office #1: 5115 Maryland Way, Ste 314, Brentwood, TN 37027Office #2: 100 West 3rd Street Ste 307, Owensboro, KY 42303RIA
CRD#: 150483
Brentwood, TN
Current
January 30, 2025 - Present
LPL FINANCIAL LLC
Office #1: 5115 Maryland Way Suite 314, Brentwood, TN 37027Office #2: 100 West 3rd St., Suite 307, Owensboro, KY 42303RIA
BD
CRD#: 6413
BRENTWOOD, TN
Past
December 19, 2016 - August 3, 2020
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
NASHVILLE, TN
Past
February 28, 2014 - August 3, 2020
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
NASHVILLE, TN
Past
March 26, 2013 - June 28, 2013
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
NASHVILLE, TN
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".
VH
VISIONARY HORIZONS, LLC
NAME1020 | WEALTHBRIGHT ADVISORS | VISIONARY HORIZONS, LLC | VISIONARY HORIZONS, L.L.C. | VISIONARY HORIZONS WEALTH MANAGEMENT GROUP, LLC | VISIONARY HORIZONS WEALTH MANAGEMENT GROUP | VISIONARY HORIZONS WEALTH MANAGEMENT | TRISTAR WEALTH MANAGEMENT
CRD#: 150483 / SEC#: 801-79890
RIA
Registered Investment Advisory firm - (6/24/2014 Approved)Tennessee
Registered Investment Advisory firm - (8/1/2014 Terminated)Texas
Registered Investment Advisory firm - (7/2/2014 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(2/7/2025)
RR
Georgia(2/7/2025)
RR
Indiana(1/30/2025)
RR
Kentucky(1/30/2025)
IAR
Kentucky(3/13/2025)
IAR
Tennessee(2/9/2021)
RR
Tennessee(1/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/30/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 6TO
Date: 12/22/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VH
VISIONARY HORIZONS, LLC
NAME1020 | WEALTHBRIGHT ADVISORS | VISIONARY HORIZONS, LLC | VISIONARY HORIZONS, L.L.C. | VISIONARY HORIZONS WEALTH MANAGEMENT GROUP, LLC | VISIONARY HORIZONS WEALTH MANAGEMENT GROUP | VISIONARY HORIZONS WEALTH MANAGEMENT | TRISTAR WEALTH MANAGEMENT
CRD#: 150483 / SEC#: 801-79890
RIA
Registered Investment Advisory firm - (6/24/2014 Approved)Tennessee
Registered Investment Advisory firm - (8/1/2014 Terminated)Texas
Registered Investment Advisory firm - (7/2/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
620 Mabry Hood Rd Suite 301, Knoxville, TN 37932
Mailing Address
Phone number
(865) 675-8496
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,229 |
| AUM (Assets Under Management) | $ 291,415,668 |
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.
