Long Wealth Management

We believe in a systematic, collaborative and transparent approach to advising our clients. Long CFP®, CLU®, ChFC®
Gerald (Jerry) Long is the Registered Principal with LPL Financial and owner of Long Wealth Management a financial services firm. Jerry is extensively involved with the financial, investment and estate planning for executives, individual families, entrepreneurs, retirees and business

entities. Prior to founding Long Wealth Management in 2010, Jerry spent 20 years with the Financial Advisors division of Ameriprise Financial, Inc. Wanting to spend the second half of his career as an "independent" advisor, Jerry left Ameriprise Financial, Inc. and founded Long Wealth Management. Jerry brings an elite level of investment and financial planning experience to the company. In addition to holding FINRA Series 7, 24 and 63 securities registrations through LPL Financial, Jerry has earned three important, recognizable and trusted designations in the financial services industry. First, the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the College for Financial Planning in 1995, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. In addition, the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College. He’s a 1979 graduate from Bryant University where he earned his BS in BA degree, majoring in finance. Jerry maintains and exceeds the minimum continuing education requirements to maintain his CFP®, CLU and ChFC credentials as well as his insurance license and securities registrations. His financial practice emphasizes a conservative investment management approach utilizing various forms of securities to help pursue his client’s financial goals. Jerry leads an active lifestyle. He is an avid skier, enjoys golf, sport fishing, motorcycles, traveling and the outdoors. He has one daughter, Marian. Two yellow Labrador retrievers, Larry & Oliver and resides in Cranston, RI. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC
www.finra.org, www.sipc.org. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile do not reflect the view of LPL
Financial and have not been reviewed by LPL Financial as to accuracy or completeness.