Joel Adam-James Long

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → 03/2024
  Raymond James & Associates, Inc.
  Memphis, TN
• 04/2016 → 05/2017
  Apex Moving & Storage
  Antioch, TN
• 05/2017 → 11/2021
  Armstrong Relocation
  Memphis, TN
• 07/2024 → 09/2025
  Lpl Financial Llc
  Dothan, AL
• 07/2024 → 09/2025
  All In Credit Union
  Dothan, AL
• 03/2024 → 07/2024
  Unemployed
  Dothan, AL
• 09/2025 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Enterprise, AL
• 09/2025 → Present
  Regions Bank
  Enterprise, AL

Previous Registrations

• 2024-07-18 → 2025-09-30
  Lpl Financial Llc
  San Diego, CA
  Dothan, AL
  Dothan, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-11
• S63 Uniform Securities Agent State Law Examination
  2022-03-23