Tao Long

CRD 3241893

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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

Authority	Category	Status	Date
CT	RA	APPROVED	2023-11-09

CT RA
APPROVED

Since 2023-11-09

Branch Locations

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

Darien, CT • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	04/2023	Present
Bnp Paribas Asset Management	New York	NY	09/2020	03/2022
I95 Capital Llc	Darien	CT	01/2014	09/2020
Unemployed	New York	NY	04/2022	03/2023

04/2023 → Present

Edward Jones

St Louis, MO
09/2020 → 03/2022

Bnp Paribas Asset Management

New York, NY
01/2014 → 09/2020

I95 Capital Llc

Darien, CT
04/2022 → 03/2023

Unemployed

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-03

S66 Uniform Combined State Law Examination

2023-11-03

Designations

Chartered Financial Analyst

View on SEC IAPD

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Nearby Offices

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