John F. Long

STONEGATE INVESTMENT GROUP

Birmingham, AL 35242

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CRD#: 7936342

Professional summary

John Frederick Long Jr., who also goes by Jake Long, is a registered financial advisor currently at STONEGATE INVESTMENT GROUP, LLC located in Birmingham, Alabama.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. John has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Frederick 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

July 1, 2024 - Present

STONEGATE INVESTMENT GROUP, LLC

Office #1: 2005 Stonegate Trail Suite # 101, Birmingham, AL 35242

RIA

CRD#: 314889

Birmingham, AL

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".

STONEGATE INVESTMENT GROUP, LLC

ISLAND WAY INVESTMENT GROUP, LLC | STONEGATE INVESTMENT GROUP, LLC

CRD#: 314889 / SEC#: 801-121509

RIA

Registered Investment Advisory firm - (6/15/2021 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

Alabama
(7/1/2024)

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 65

Date: 6/29/2024

Uniform Investment Adviser Law Examination

Current Firm

STONEGATE INVESTMENT GROUP, LLC

ISLAND WAY INVESTMENT GROUP, LLC | STONEGATE INVESTMENT GROUP, LLC

CRD#: 314889 / SEC#: 801-121509

RIA

Registered Investment Advisory firm - (6/15/2021 Approved)

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Contact information

Main Address

2005 Stonegate Trail Suite # 101, Birmingham, AL 35242

Mailing Address

Phone number

(205) 963-0840

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STONEGATE DISCLOSURE BROCHURE AND WRAP FEE PROGRAM BROCHURE (2/24/2025)

Regulatory assets under management

Total Number of Accounts	2,768
AUM (Assets Under Management)	$ 5,670,936,072

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/02/2025	Cover Page	Report
10/10/2024	Cover Page	Report
12/12/2023	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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John F. Long

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Frederick Long Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEGATE INVESTMENT GROUP, LLC

Primary Firm SEC Registration

STONEGATE INVESTMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2024

Current Firm

STONEGATE INVESTMENT GROUP, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STONEGATE INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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