Gerald E. Long

Long Wealth Management

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Branch Manager / Certified Financial Planner

Offering advice since: 1991

Areas of focus:

  • Annuities
  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Real Estate
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Gerald E. Long:

I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short-term goals. So I help each of my clients develop a strategy tailored to their unique needs and goals.

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

Jerry is a Certified Financial Planner, CFP® with LPL Financial with over 20 years of exceptional financial services experience. As of July 2010, Jerry became the 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).

In addition to holding FINRA Series 7, 24 and 63 securities registrations through LPL Financial, Jerry earned three important, recognizable and trusted designations in the financial services industry. The Certified Financial Planner (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. 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 planning practice emphasizes a conservative investment management approach utilizing various forms of securities to help meet his clien's financial goals. He is currently licensed and registered to conduct business in RI, NY, CT and MA.

Jerry serves as a volunteer for InvestWrite, the national student essay competition sponsored by the Securities Industry and Financial Markets Association or SIFMA. The organization and myself, strive to make a difference in the lives of students across the country as they learn about the importance of saving and investing for their own futures. SIMFA.

Jerry is and avid skier, enjoys sport fishing, and resides in Cranston, RI.

I am licensed and registered to conduct business in RI.

Based on licenses and registrations I hold, I may also conduct certain business in MA.

Education:

Bryant University 1980 BS in BA (major in finance)

Will provide references upon request?

Yes

Contact Information for Gerald E. Long

Phone: (401) 641-8647
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Address for Gerald E. Long:
17 Red Barn Court
Cranston, RI, 02920

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