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Alexander Jackson Long

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
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Location

1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477

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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 ActivitiesSells Insurance

Alexander provides college planning and financial aid assistance through Send Your Kids to College, dedicating a few hours per week. He also works as an insurance broker selling fixed insurance products, spending minimal time on this activity.

Employment History
Current Registrations
Blackridge Asset Management, LLC
April 2025 - Present · 10 mos
Peak Brokerage Services, LLCBroker
April 2025 - Present · 10 mos
Previous Registrations
Silver Grove Advisory Services
May 2021 - May 2025 · 4 yrs
LPL Financial LLCBroker
November 2020 - April 2025 · 4 yrs 5 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexander Jackson Long - Financial Advisor | TrueAdvisor