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Jason Stephen Egli

R.M. LONG INVESTMENT ADVISORY, INC.·REEDLEY, California
Unclaimed Profile
1756 11TH STREET, REEDLEY, CA 93654CRD# 4119797Firm CRD# 110990
01

About

Jason Stephen Egli is a registered financial advisor based in REEDLEY, California, affiliated with R.M. LONG INVESTMENT ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
R.M. LONG INVESTMENT ADVISORY, INC.
LONG INVESTMENT ADVISORY
AUM
$52M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at R.M. LONG INVESTMENT ADVISORY, INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4119797
Firm CRD# 110990
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Stephen Egli offer?
Jason Stephen Egli specializes in Investment Management. Contact their office in REEDLEY, California for a consultation.
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, working with R.M. LONG INVESTMENT ADVISORY, INC.. Their office serves clients in the REEDLEY metropolitan area and surrounding communities.
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 in REEDLEY
Randy Mark Long — R.M. LONG INVESTMENT ADVISORY, INC.Todd Raymond Sorensen — VICTORY WEALTH MANAGEMENT, LLCSusan Colleen Sawatzky — VICTORY WEALTH MANAGEMENT, LLC
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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