Jeremy
Long
Visionary Horizons, LLC
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About this Advisor
Jeremy Long is a financial advisor who works out of Brentwood, Tennessee, with 2 years of relevant experience. Long is on the advisory team at Visionary Horizons, LLC. During their career, Long has held roles at Fifth Third Bank, Fifth Third Securities, Suntrust Investment Services, Inc, Suntrust Bank, Suntrust Advisory Services, Suntrust Advisory Services, Inc and Visionary Horizons Wealth Management. Long maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Tennessee. Visionary Horizons, LLC is a financial advisory business operating out of Knoxville, TN. The firm has offices in four locations and a total of 10 advisors. It manages $176 million in assets between its 959 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 959 customer accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets. Visionary Horizons, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees typically are based on the type of services offered. However, fees charged by Visionary Horizons, LLC likely are comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Visionary Horizons, LLC Brokerage Details
$176,353,031
10
959
$183,893
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jeremy Long Work History
Jeremy has been registered as a financial advisor for 2 years.*
Visionary Horizons Wealth Management
Suntrust Bank
Suntrust Advisory Services, Inc
Suntrust Investment Services, Inc
Suntrust Advisory Services
Suntrust Investment Services, Inc
Suntrust Bank
Fifth Third Securities
Fifth Third Bank
Fifth Third Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy 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 Visionary Horizons, LLC
Knoxville, TN
Brentwood, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Somerset, KY
Chattanooga, TN
Knoxville, TN
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