Seamless coordination and collaboration to better serve you:
CERTIFIED FINANCIAL PLANNER TM, Chartered Life Underwriter, Chartered Financial Consultant, Registered Principal, Investment Advisor Representative with LPL Financial
Gerald (Jerry) Long is a Registered Principal and Branch Manager with LPL Financial and owner of Long Wealth Management (a financial services firm registered with the State of Rhode Island). Jerry is extensively involved with the financial, investment and estate planning for executives, individual families, entrepreneurs, retirees and business entities.
Prior to founding Long Wealth Management in July 2010, Jerry spent 20 years with the Financial Advisory division of Ameriprise Financial, Inc. During that time, Jerry was recognized with several company awards for quality of advice and excellent client service. Wanting to spend the second half of his career as an "independent" advisor, Jerry left Ameriprise Financial, Inc. and founded Long Wealth Management. Jerry brings an high level of investment and financial planning experience to the company.
In addition to holding FINRA Series 7, 24 and 63 securities registrations through LPL Financial, Jerry has earned three important, recognizable and trusted designations in the financial services industry. First, the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation from the College for Financial Planning in 1995, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This is the premier credential in the financial planning industry that requires him to abide by the Code of Ethics and Standards of Practice set forth by the board. In addition, the Chartered Life Underwriter (CLU® ) and Chartered Financial Consultant (ChFC® ) designations from the American College. He’s a 1979 graduate from Bryant University where he earned his BS in BA degree, majoring in finance. Jerry maintains and exceeds the minimum continuing education requirements to maintain his CFP®, CLU® and ChFC® credentials as well as his insurance license and securities registrations.
His financial services practice emphasizes a conservative investment management approach utilizing various forms of securities to help pursue his client’s financial goals. He is currently licensed and registered to conduct business in FL, MA, OH, UT, TX and RI.
Jerry is an avid skier, enjoys the beach, fishing and the outdoors. He has one daughter, Marian and resides in Cranston, Rhode Island.
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Largest Independent Broker/Dealer in the U.S.
LPL Financial is one of the nation’s leading financial services companies and the largest independent broker/dealer.* Headquartered in Boston, Charlotte and San Diego; LPL Financial supports over 13,300 advisors and approximately 700 financial institutions nationwide. As of December 31, 2012 LPL Financial had $373.3 billion in advisory and brokerage assets.
With a home office staff of 2,900, including attorneys, CPAs, CFP®s, CFAs and other industry specialists; LPL Financial provides unbiased research, leading-edge technology, non-proprietary products, design and product support, extensive wealth management services and comprehensive compliance oversight.
LPL Financial also provides extensive support services – including administration, reporting, and processing which ensures accurate and timely handling of client accounts, trades and statements. LPL Financial’s support enables Long Wealth Management to remain focused on delivering the best possible strategies and services to clients. See About LPL Financial.
*Based on total revenues, as reported in Financial Planning magazine, June 1996-2016
People You Know & Trust
Clients generally have existing advisory relationships with respected and well-compensated professionals they like and trust. It’s understandable that this trust and confidence translates into an assumption that if something should be done to improve their circumstances, it naturally would be proposed and implemented. However, the reality suggests that there is frequently a lack of adequate cross-advisor communication, coordination and follow-through resulting in unrecognized problems and lost opportunities.
We work with a client’s advisors in a manner that generally reduces time and cost while enhancing the value delivered to client. Long Wealth Management system, WealthVision, provides an ideal mechanism for advisor coordination.
The Right Team, Every Time
Occasionally, client requirements call for specialists in key areas to assist or complement client’s current advisors. As warranted, Long Wealth Management qualifies, recommends and collaborates with leading professionals (attorneys, tax specialists, business valuation specialists, and others) to assist in the development and implementation of client strategies.