Who We Are | About Us | Jan Long Investments

Our History

We are an independent financial services firm focused on one thing – Helping our clients pursue their goals.

We believe that every client deserves the attention and focus of true industry professionals. That’s why we intentionally limit the number of clients we work with. We strive to build long-term, trusted relationships with clients seeking custom wealth and investment advice to help along the path toward their goals.

When you work with Long Investments, you can be confident that your best interests are driving all of our recommendations. Whatever your dreams may be, we’re here to help you pursue them.

Our Mission

At Long Investments, our mission is the same as yours – To help pursue your life’s goals. To do so, we develop a custom financial plan that takes into consideration your personal financial goals, current situation and potential challenges. What sets us apart is our dynamic approach to managing risk, which allows us to adjust your financial plan and investment portfolio as your situation and market conditions evolve over time.

Our

Approach

At Long Investments, we provide custom investment advice and financial planning services. We believe in the importance of supporting our clients with independent guidance that empowers them to pursue their goals. We also believe that many financial professionals make the planning process more complicated than it needs to be, which is why we strive to provide well-informed, straightforward advice and custom strategies to help our clients take charge of their financial lives.

Meet

Our Founder

Jan Long

Wealth Advisor

As the firm’s lead wealth advisor, Jan helps a wide range of clients make more informed decisions about their money as he works to grow and protect their assets. Jan treats all clients as if they were members of his own family. His focus on building long-term, trusted relationships allows him to provide custom advice that is in the best interests of each of his clients. His goal is to be the first one his clients call when they have any financial or investment-related questions.

Jan has 16 years of financial services experience. Before starting his own firm, he served as a vice president at Wells Fargo Advisors.

He has a bachelor’s degree in business administration with a concentration in finance from Cal State University San Bernardino.

In his free time, Jan enjoys staying active with yoga and group workout classes. Jan and his wife, Tiffany, were high school sweethearts. They love cooking together and experiencing wines from around the world.

Contact

Get In Touch

Ready to take the first step? Schedule your introductory phone call. We look forward to getting to know you.