Jimmy Dale Long
Investment adviser representative at Ignite Planners LLC
34 yearsExperience
3 statesRegistered in
$1.1BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Ignite Planners, LLCFeb 2024 to now
- Long Financial Services., L.L.C.Apr 2003 to now
- Jimmy D. Long, Jr., L.L.C.Jan 1999 to now
- Caitlin John, LLCJul 2023 to Feb 2024
- Armis Advisers, LLCApr 2021 to Dec 2021
- Gradient Advisors LLCAug 2019 to Dec 2020
- Hd Vest Insurance Agency, LLCMay 2019 to Dec 2019
- Hd Vest Advisory ServicesMay 2019 to Jul 2019
- Virtue Capital Management, LLCMar 2019 to May 2019
- Long Tax Advisory GroupOct 2018 to Dec 2020
- Financial Gravity Wealth, Inc.Oct 2018 to Feb 2019
- Royal Fund Management, LLCJan 2018 to Oct 2018
- Long Asset Management, LLCFeb 2016 to Feb 2017
- District Attorney's Office, 10th Judicial District of LaMay 1992 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 3 states (CA, LA, TX).
Ignite Planners LLC
$1.1BAssets managed
4,610Clients
25Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4651554
- Firm CRD
- 289797