JL
Jordan T. Long
FORGE FINANCIAL
Edmond, OK 73013
Some features on this profile are disabled
CRD#: 6392376
JL
Professional summary
Jordan Thomas Long is a registered financial advisor currently at FORGE FINANCIAL located in Edmond, Oklahoma and LPL FINANCIAL LLC located in Edmond, Oklahoma.
Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Jordan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.
1. 01/09/2024 - Forge Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/09/2014 - 158 Hours Per Month/ 150 Hours During Securities Trading. 2. 01/09/2024 - Forge Financial Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 9/09/2014 - 158 Hours Per Month/ 150 Hours During Securities Trading - I provide investment advisory services through Forge Financial Services, LLC, an independent investment advisor firm. I started this business activity in 9/2014. I expect to spend approximately 160 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. 3. 01/10/2024 - Forge Financial Services, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/09/2014 - 158 Hours Per Month/ 150 Hours During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Thomas 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
July 12, 2021 - Present
FORGE FINANCIAL
Office #1: 2901 South Bryant Avenue, Edmond, OK 73013RIA
CRD#: 306480
Edmond, OK
Current
October 9, 2020 - Present
LPL FINANCIAL LLC
Office #1: 2901 S Bryant Ave, Edmond, OK 73013-6167RIA
BD
CRD#: 6413
Edmond, OK
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".
FF
FORGE FINANCIAL
FORGE FINANCIAL | SHAW FINANCIAL SERVICES, LLC | SHAW FINANCIAL SERVICES | FORGE FINANCIAL SERVICES, LLC
CRD#: 306480 / SEC#: 801-117938
RIA
Registered Investment Advisory firm - (1/15/2020 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.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
Oklahoma(4/17/2021)
IAR
Oklahoma(7/12/2021)
RR
Texas(6/17/2021)
IAR
Texas(7/12/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/9/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FORGE FINANCIAL
FORGE FINANCIAL | SHAW FINANCIAL SERVICES, LLC | SHAW FINANCIAL SERVICES | FORGE FINANCIAL SERVICES, LLC
CRD#: 306480 / SEC#: 801-117938
RIA
Registered Investment Advisory firm - (1/15/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2901 South Bryant Avenue, Edmond, OK 73013
Mailing Address
Phone number
(405) 340-1600
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,594 |
| AUM (Assets Under Management) | $ 1,201,557,311 |
Red Flags
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