Jack Louis Long
Investment adviser representative at Summit Financial, LLC
12 yearsExperience
1 stateRegistered in
$26.3BFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Summit Financial, LLCJul 2025 to now
- World Equity GroupMay 2025 to now
- Midway Wealth PartnersMay 2025 to Jul 2025
- Landmark ExteriorsJun 2024 to Aug 2024
- Auburn UniversitySep 2021 to May 2025
- Mundelein High SchoolSep 2017 to Jun 2021
- Fremont Middle SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
7 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
- 7704442
- Firm CRD
- 299322