Jason Alan Long

Advisor at Edward Jones — Blytheville, AR North 5th Street

Updated today

Credentials

Series 63, Series 66

Experience

26 years

Location

Blytheville, AR 72315

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jason Long is a financial advisor with Edward Jones based in Blytheville, Arkansas. He holds Series 63 and Series 66 licenses and has 25 years of industry experience, including 19 years with Edward Jones. He serves as a board member of the Caruthersville Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Blytheville, AR North 5th Street

202 North 5th Street

Blytheville AR 72315

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

26 years of industry experience

Edward Jones

2007 - Present • 19 years

Saint Louis, MO

A. G. Edwards & Sons, Inc.

2002 - 2007 • 5 years

Blytheville, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tracy G

Series 66

Blytheville, AR

Edward Jones

Tracy Garner is a financial advisor at Edward Jones in Blytheville, AR, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner

Holly P

Series 66

Blytheville, AR

Edward Jones

Holly Presley is a Series 66-licensed financial advisor with Edward Jones in Blytheville, Arkansas, where she has worked since 2012, accumulating 14 years of industry experience. She has spent her entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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