JL
JL

Jordan Long

5 Years of Experience
Little Rock, AR
Broker

Jordan Long is a registered investment advisor at Ameriprise Financial Services, LLC, based in Little Rock, AR, with 5 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

22 Rahling Circle, Little Rock, AR, 72223

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jordan holds a real estate license and serves as Director and Membership & Recruitment Chair on the Board of Directors at Long, starting in 2025. This takes minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2023 - Present · 2 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2023 - Present · 2 yrs 7 mos
Ameriprise Financial Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Sowell Management
January 2022 - July 2023 · 1 yr 6 mos
NFP Advisor Services, LLC
July 2014 - July 2015 · 1 yr
NFP Advisor Services, LLCBroker
July 2014 - July 2015 · 1 yr
Edward Jones
October 2013 - May 2014 · 7 mos
Edward JonesBroker
August 2013 - May 2014 · 9 mos
State Registrations8 states
ARCAFLMSNCNJTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.