James Longest
Longest & Young · Knoxville, Tennessee
James Longest is a fee-only financial advisor at Longest & Young in Knoxville, Tennessee. Longest & Young reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Longest & Young |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $18.8M across 166 accounts |
| SEC registration | Investment adviser representative in TN · CRD 5790875 |
| Exams passed | Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
How James's firm compares
- Longest & Young's average account is about $113,000, from its Form ADV (assets managed divided by 166 accounts).
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Questions about James
Is James Longest a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Longest & Young reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Longest & Young, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Longest based?
James Longest is based in Knoxville, Tennessee.
Is James Longest registered with the SEC?
Yes. James Longest is registered as an investment adviser representative in TN (CRD 5790875), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Longest & Young manage?
Longest & Young reports $18.8M across 166 accounts in assets under management.
How do I contact James Longest?
Contact details aren't on file yet. Search for Longest & Young.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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