Justin James Long
Investment adviser representative at Diazo, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$221.6MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Diazo, LLCJan 2023 to now
- Innovative Adviser Solutions, LLCNov 2020 to Jan 2023
- Ek Riley InvestmentsJul 2019 to Oct 2020
- UnemployedJun 2019 to Jun 2019
- Fidelity Personal and Workplace AdvisorsJul 2018 to May 2019
- Fidelity InvestmentsMay 2011 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (NV).
Diazo, LLC
$221.6MAssets managed
339Clients
3Advisers
3 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
- 5460617
- Firm CRD
- 324419