Joel Adam-james Long
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Investment Services LLCSep 2025 to now
- Regions BankSep 2025 to now
- All In Credit UnionJul 2024 to Sep 2025
- LPL Financial LLCJul 2024 to Sep 2025
- UnemployedMar 2024 to Jul 2024
- Raymond James & Associates, Inc.Jan 2022 to Mar 2024
- Armstrong RelocationMay 2017 to Nov 2021
- Apex Moving & StorageApr 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7461091
- Firm CRD
- 105644