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James A Longo

Investment Adviser Representative at CORA CAPITAL ADVISORS

Lombard, ILCRD #4542543Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
10 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

James A. Longo has worked in the securities industry since 2002. They are registered to provide investment advisory services in 10 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 10 states
ConnecticutFloridaGeorgiaIllinoisNorth CarolinaOklahomaSouth CarolinaUtahWisconsinWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/20/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/6/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

CORA Capital Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SAXONY SECURITIES, INC.Current
11/7/2025Lombard, IL
CORA CAPITAL ADVISORSCurrent
9/9/2025Oakbrook Terrace, IL
OSAIC WEALTH, INC.
1/24/202511/11/2025Marlton, NJ
OSAIC FA, INC.
6/24/20021/24/2025Oakbrook Terrace, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CORA CAPITAL ADVISORS

7 other advisors in the directory

View CORA CAPITAL ADVISORS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James A Longo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

James A Longo - Financial Advisor in Lombard, IL | AdvisorFinder