Rachel Long
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Buzzkill Arts LLC dba Buzzkill NycSep 2025 to now
- J.P. Morgan Securities LLCApr 2024 to now
- JPMorgan Chase Bank, N.A.Apr 2024 to now
- UnemployedMar 2024 to Mar 2024
- CitigroupJul 2021 to Feb 2024
- Citigroup Global Markets Inc.Jul 2021 to Feb 2024
- UnemployedMay 2021 to Jun 2021
- Unv of ColoradoAug 2020 to Apr 2021
- CitigroupJul 2020 to Aug 2020
- UnemployedJan 2020 to Jun 2020
- Unv of ColoradoAug 2019 to Dec 2019
- CitigroupJun 2019 to Aug 2019
- Unv of ColoradoJun 2018 to May 2019
- Unv of ColoradoSep 2017 to May 2018
- 1914 HouseMar 2017 to Aug 2017
- UnemployedNov 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
- 7091806
- Firm CRD
- 79