AdFi
JD

Jontue Draper Long

Investment Adviser Representative at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Philadelphia, PACRD #4623283Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
16 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 16 states
ArizonaCaliforniaDelawareDistrict of ColumbiaFloridaGeorgiaIllinoisMarylandMichiganNevadaNew JerseyNew YorkNorth CarolinaPennsylvaniaTexasVirginia
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/2/2013
Series 65
Uniform Investment Adviser Law Examination
Passed 2/2/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/7/2010

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

Merrill Lynch, Pierce, Fenner & Smith Incorporated Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCurrent
3/31/2016Philadelphia, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCurrent
3/31/2016Philadelphia, PA
CORNERSTONE WEALTH
12/4/20144/28/2016Huntersville, NC
CORNERSTONE FINANCIAL ADVISORS
8/16/201312/2/2014Huntersville, NC
THE LEGACY GROUP
6/7/201111/12/2012West Conshohocken, PA
ESG WEALTH MANAGEMENT, LLC
11/4/20103/1/2011Conshohocken, PA
BREWER CAPITAL MANAGEMENT
5/24/201010/22/2010New York, NY
LEGACY FINANCIAL CONSULTANTS, LLC
9/5/200612/17/2008Conshohocken, PA
SEI INVESTMENTS MANAGEMENT CORPORATION II
5/17/200410/20/2005Oaks, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Showing 12 of 25660 in the directory

View MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 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. Jontue Draper Long 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.

Jontue Draper Long - Financial Advisor in Philadelphia, PA | AdvisorFinder