Best Investors Account Sign in
Claim This Profile
Current Employers
Strategic Wealth Solutions Llc

Middletown, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
NY RA APPROVED 2021-10-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NY RA
    APPROVED
    Since 2021-10-01

Branch Locations

Middletown, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chelsea Financial Services Red Bank NJ 04/2016 03/2018
Jarred Bunch Consulting, Llc (Dba Invst, Llc) Indianapolis IN 04/2016 01/2022
Purshe Kaplan Sterling Investments Lincroft NJ 06/2018 01/2022
Strategic Wealth Solutions Llc Lincroft NJ 04/2021 Present
  • 04/2016 → 03/2018
    Chelsea Financial Services
    Red Bank, NJ
  • 04/2016 → 01/2022
    Jarred Bunch Consulting, Llc (Dba Invst, Llc)
    Indianapolis, IN
  • 06/2018 → 01/2022
    Purshe Kaplan Sterling Investments
    Lincroft, NJ
  • 04/2021 → Present
    Lincroft, NJ
Previous Registrations
Other Businesses

Fixed Insurance-Not investment related-8-Fixed Insurance-Agent-2003-40 hrs/mth-20 during trading hrs- Offer and sell fixed insurance business during the planning process.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-26
  • S66 Uniform Combined State Law Examination
    2004-07-26
Other Names
  • John J. Long Jr.
  • John Joseph Long
  • John Joseph Long

View on SEC IAPD

More in Middletown, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor