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Jason Jeffry Long

Fisher Investments

Yutan, NE

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-08
NE RA APPROVED 2018-12-06
  • TX RA
    APPROVED_RES
    Since 2023-09-08
  • NE RA
    APPROVED
    Since 2018-12-06

Branch Locations

Yutan, NE • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Charles Schwab & Co., Inc. Omaha NE 08/2017 11/2018
Charles Schwab Bank Omaha NE 08/2017 11/2018
Td Ameritrade West Palm Beach FL 11/2012 08/2017
Fisher Investments Camas WA 12/2018 Present
Previous Registrations
  • 2017-08-21 → 2018-12-12
    Omaha, NE
  • 2011-10-24 → 2017-08-15
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
    Omaha, NE
    West Palm Beach, FL
  • 2011-10-24 → 2017-08-15
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    West Palm Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-19
S63 Uniform Securities Agent State Law Examination 2007-01-17
  • S66 Uniform Combined State Law Examination
    2011-10-19
  • S63 Uniform Securities Agent State Law Examination
    2007-01-17
Other Names
  • Jason Long
  • Jason J Long

View on SEC IAPD

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