Unclaimed Profile

Jason Stephen Egli

R.M. LONG INVESTMENT ADVISORY, INC.·REEDLEY, California

Series 7, Series 24, Series 63Clean record19 years registeredR.M. LONG INVESTMENT ADVISORY, INC.

1756 11TH STREET, REEDLEY, CA 93654CRD# 4119797Firm CRD# 110990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Stephen Egli · REEDLEY, CA

Registration

CRD #4119797 · R.M. LONG INVESTMENT ADVISORY, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: R.M. LONG INVESTMENT ADVISORY, INC.

LONG FAMILY OFFICE

Mar 2007 – Apr 2024

REEDLEY, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · March 2, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

R.M. LONG INVESTMENT ADVISORY, INC.

CRD 110990 · SEC 801-58265

AUM

$52M

Regulatory assets under management

Employees

227 client accounts

Services offered by R.M. LONG INVESTMENT ADVISORY, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at R.M. LONG INVESTMENT ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does Jason Stephen Egli offer?

Jason Stephen Egli specializes in Investment Management.

What are Jason Stephen Egli's credentials?

Jason Stephen Egli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Stephen Egli located?

Jason Stephen Egli is based in REEDLEY, California, last registered with R.M. LONG INVESTMENT ADVISORY, INC..

How does Jason Stephen Egli charge for services?

Jason Stephen Egli's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is R.M. LONG INVESTMENT ADVISORY, INC.?

R.M. LONG INVESTMENT ADVISORY, INC. has approximately 1 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at R.M. LONG INVESTMENT ADVISORY, INC.

Randy Mark Long

REEDLEY, CA

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