Jimmy Dale Long

Current Employers

Employment History

• 01/1999 → Present
  Jimmy D. Long, Jr., L.L.C.
  Natchitoches, LA
• 05/1992 → 02/2018
  District Attorney'S Office, 10Th Judicial District Of La
  Natchitoches, LA
• 04/2003 → Present
  Long Financial Services., L.L.C.
  Natchitoches, LA
• 02/2016 → 02/2017
  Long Asset Management, Llc
  Natchitoches, LA
• 01/2018 → 10/2018
  Royal Fund Management, Llc
  The Villages, FL
• 10/2018 → 12/2020
  Long Tax Advisory Group
  Natchitoches, LA
• 10/2018 → 02/2019
  Financial Gravity Wealth, Inc.
  Natchitoches, LA
• 03/2019 → 05/2019
  Virtue Capital Management, Llc
  Brentwood, TN
• 05/2019 → 07/2019
  Hd Vest Advisory Services
  Natchitoches, LA
• 05/2019 → 12/2019
  Hd Vest Insurance Agency, Llc
  Irving, TX
• 08/2019 → 12/2020
  Gradient Advisors Llc
  Arden Hills, MN
• 04/2021 → 12/2021
  Armis Advisers, Llc
  Hartwell, GA
• 07/2023 → 02/2024
  Caitlin John, Llc
  Brighton, MI
• 02/2024 → Present
  Ignite Planners, Llc
  San Clemente, CA

Previous Registrations

• 2023-07-17 → 2023-10-11
  Simplyria Advisor Network
  Natchitoches, LA
  Brighton, MI
• 2021-11-16 → 2022-06-22
  Alphastar Capital Management
  Cornelius, NC
  Natchitoches, LA
• 2021-04-13 → 2021-11-12
  Bison Wealth, Llc
  Atlanta, GA
  Natchitoches, LA
• 2020-04-14 → 2020-12-31
  Gradient Advisors, Llc
  Natchitoches, LA
  Arden Hills, MN
• 2019-08-08 → 2019-12-31
  Gradient Advisors, Llc
  Natchitoches, LA
  Arden Hills, MN
• 2019-05-23 → 2019-08-16
  Avantax Advisory Services
  Irving, TX
  Dallas, TX
• 2019-03-14 → 2019-06-12
  Virtue Capital Management, Llc
  Natchitoches, LA
  Brentwood, TN
• 2018-10-30 → 2019-05-24
  Financial Gravity Asset Management, Inc.
  Natchitoches, LA
• 2018-01-29 → 2018-10-30
  Royal Fund Management, Llc
  Natchitoches, LA
  Lady Lake, FL
• 2016-02-16 → 2017-02-16
  Long Asset Management, Llc
  Natchitoches, LA
• 2015-10-29 → 2016-02-15
  Institute For Wealth Advisors, Inc.
  Natchitoches, LA

Other Businesses

Jimmy D. Long, Jr., LLC; not investment related; 704 St. Clair Avenue, Natchitoches, LA 71457; law practice; 01/1991; sole owner/officer; 80 hours per month; 80 hours during securities trading hours; law practice. Long Financial Services, LLC; not investment related; 704 St. Clair Avenue, Natchitoches, LA 71457; fixed annuity and life insurance; 04/2003; sole owner/officer; 20 hours per month; 20 hours during securities trading hours; fixed annuity and life insurance sales. Dixie Foods of Natchitoches, Inc; not investment related; 704 St. Clair Avenue, Natchitoches, LA 71457; owns family rental real estate, no securities; 09/2016; sole owner/officer; 5 hours per month; 0 hours during securities trading hours; family grocery store building now passive real estate rental. Long Family Trust; not investment related; 704 St. Clair Avenue, Natchitoches, LA 71457; trustee for trust owning family rental real estate, no securities; 09/2016; sole trustee; 5 hours per month; 0 hours during securities trading hours; family shopping center, now passive real estate rental. The Estate Planning Team; not investment related 45110 Club Drive, Ste. B, Indian Wells, CA 92210; referrals for Deferred Sales Trusts; 02/2024; referral partner not an officer, employee, or agent; 10 hours per month; 10 hours during securities trading hours; refer potential clients for trusts in which I may be hired as the investment advisor. Tax Wealth; not investment related; 2400 Alicia Parkway #17-342, Mission Viejo, CA 92691; referrals for tax planning; 02/2024; referral partner; not an officer, employee, or agent; 10 hours per month; 10 hours during securities trading hours; refer potential clients for tax planning in which I may be hired as the investment advisor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-12

Other Names

• Jimmy Dale Long
• Jimmy Dale Long