Jordan
Long
Forge Financial
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About this Advisor
Jordan Long is a financial advisor based in Edmond, Oklahoma, working with Forge Financial. Jordan has previously held positions at Forge Financial Services, LLC, Lpl Financial, LLC, and Golftec. Jordan has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Jordan is part of Forge Financial, which operates out of Edmond, Oklahoma. The firm has 1 office and 14 employees. The firm manages assets totaling $1.0 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Forge Financial includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Forge Financial Brokerage Details
$1,008,864,970
14
6,173
$163,432
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jordan Long Work History
Forge Financial Services, LLC
Lpl Financial, LLC
Golftec
Disclosures
Please visit the SEC profile of Jordan Long to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Forge Financial
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
Tulsa, OK
Edmond, OK
Edmond, OK
Edmond, OK
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