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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Long is a financial advisor with Fisher Investments. Jason Long has been in the financial services industry for over 16 years. Jason Long holds the following licenses: Series 3, Series 7, Series 63, and Series 66. Jason Long has a proven track record of success in helping clients achieve their financial goals. Jason Long specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Jason Long is committed to providing clients with personalized financial advice and strategies. Jason Long's previous employers include Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Thinkorswim, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
09/08/2023 - Present
Fisher Investments (YUTAN NE)
NE
08/21/2017 - 12/12/2018
CHARLES SCHWAB & CO., INC. (OMAHA NE)
FL
12/07/2006 - 08/15/2017
TD AMERITRADE, INC. (WEST PALM BEACH FL)
IL
08/21/2009 - 05/27/2010
THINKORSWIM, INC. (CHICAGO IL)
BOTH
Issued 10/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2009
Series 3 - National Commodity Futures Examination
BC
Issued 12/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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