John Long
John Long is a registered investment advisor at Strategic Wealth Solutions LLC, based in Lincroft, NJ, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 80 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Lincroft, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an advisor at Jarred Bunch Consulting, dedicating full-time hours as a holistic planner. He also works as a fixed insurance agent and serves as Chief Compliance Officer of Strategic Wealth Solutions LLC, supervising all activities of the firm.
Employment History
Current Registrations
Strategic Wealth Solutions LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Invst, LLC
Chelsea Financial ServicesBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.