Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
9yrs
Meredith Long
Financial advisor at J.P. Morgan Securities
Meredith Long has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Columbus, Ohio. Meredith has been with J.P. Morgan Securities since 2025; before that, Meredith spent six years at UBS Financial Services. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1111 Polaris Parkway, Floor 3j, Columbus, OH 43240
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- 2018 – 2024UBS Financial Services Inc.Previously
Questions to ask Meredith
Tailored to Meredith’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Meredith
How do I contact Meredith?
Call Meredith’s local office at (614) 248-4827 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Meredith Long.
How long has Meredith been a financial advisor?
Meredith has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Meredith hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Meredith a fiduciary?
Meredith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Meredith paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Meredith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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