Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Ames Long is an investment advisor representative with J.p. Morgan Securities LLC. Meredith has been in the industry since April 2017 and has passed the Series 7, Series 63, Series 66, Series 9, and Series 10 exams. Meredith has experience at both U.S. Bancorp Investments, Inc. and UBS. Meredith holds registrations in Colorado, Illinois, Nebraska and Texas. Meredith specializes in financial planning, pension consulting, and selection of other advisors. Meredith's office is located in Denver, Colorado.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CO
01/09/2025 - Present
J.p. Morgan Securities LLC (Denver CO)
IL
03/28/2017 - 02/07/2018
U.S. BANCORP INVESTMENTS, INC. (CHICAGO IL)
BOTH
Issued 12/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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