Rachel Long
Investment Adviser Representative at J.p. Morgan Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rachel Long is an investment adviser representative with J.p. Morgan Securities LLC in New York, NY, where they have been registered since 2024. They have worked in the securities industry since 2021 and were previously registered with Citigroup Global Markets Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York.
Office
Advisors at this office: 38
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
5 states and territories
Connecticut, New Jersey, New York, North Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- 1914 HouseMar 2017 – Aug 2017Niwot, CO
- Unv of ColoradoAug 2020 – Apr 2021Boulder, CO
- CitigroupJun 2019 – Aug 2019New York, NY
- CitigroupJul 2020 – Aug 2020New York, NY
- CitigroupJul 2021 – Feb 2024New York, NY
- UnemployedNov 2016 – Feb 2017Erie, CO
- J.P. Morgan Securities LLCApr 2024 – no end date reportedNew York, NY
- JPMorgan Chase Bank, N.A.Apr 2024 – no end date reportedNew York, NY
- UnemployedMar 2024 – Mar 2024Manhattan, NY
- Citigroup Global Markets Inc.Jul 2021 – Feb 2024New York, NY
- UnemployedMay 2021 – Jun 2021Boulder, NY
- UnemployedJan 2020 – Jun 2020Boulder, CO
- Unv of ColoradoAug 2019 – Dec 2019Boulder, CO
- Unv of ColoradoJun 2018 – May 2019Boulder, CO
- Unv of ColoradoSep 2017 – May 2018Boulder, CO
- Buzzkill Arts LLC DBA Buzzkill NYCSep 2025 – no end date reportedNew York, NY
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About J.p. Morgan Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13,759
- Offices listed on AdvisorFinder:
- 25
- Main office:
- New York, NY
- SEC file number:
- 801-3702
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at J.p. Morgan Securities LLC
Showing 12 of 13,759 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rachel 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.
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