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Phillip Allen Long

Edward Jones

Albany, OR

CRD 7047872

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-01-14
OR RA APPROVED 2019-10-15
  • TX RA
    APPROVED
    Since 2020-01-14
  • OR RA
    APPROVED
    Since 2019-10-15

Branch Locations

1801 17Th Avenue Se Suite 102, Albany, OR 97322 • 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
Edward Jones St Louis MO 12/2018 Present
Ch2M Hill/ Jacobs Engineering Corvallis OR 04/2002 12/2018
  • 12/2018 → Present
    St Louis, MO
  • 04/2002 → 12/2018
    Ch2M Hill/ Jacobs Engineering
    Corvallis, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-14
S63 Uniform Securities Agent State Law Examination 2019-07-19
  • S65 Uniform Investment Adviser Law Examination
    2019-10-14
  • S63 Uniform Securities Agent State Law Examination
    2019-07-19

View on SEC IAPD

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