JL
JL

Jerome Long

11 Years of Experience
Orlando, FL
1 DisclosureBroker

Jerome Long is a registered investment advisor at International Assets Advisory, LLC, based in Orlando, FL, with 11 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
104 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

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History

Regulatory History (1)
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Employment Separation After Allegations
December 2021
Other Business Activities

Jerome is an advisor with International Assets Investment Management LLC since 2022, dedicating about 10-20% of his time. He is also the founder/president of Loyal Trust Private Wealth, LLC, spending more than full-time hours on this endeavor.

Employment History
Current Registrations
International Assets Advisory, LLCBroker
February 2022 - Present · 4 yrs 3 mos
International Assets Investment Management, LLC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2014 - January 2022 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2014 - January 2022 · 7 yrs 4 mos
State Registrations2 states
NCSC
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.