Jimmy Long

Jimmy Long is the founder and president of Long Financial Services, LLC in Natchitoches, Louisiana. He is a financial advisor and board-certified estate planning attorney who counsels clients on retirement planning, long-term care expenses, asset protection, and estate planning. His work helps clients coordinate financial, legal, and tax matters within a single practical plan designed to protect income, manage risk, and preserve family wealth.

Long earned a B.A. from Louisiana State University in Baton Rouge in 1986. He received his J.D. from Loyola University College of Law in New Orleans in 1990. That same year, he passed the Louisiana bar exam and was admitted to practice in all Louisiana state and federal courts. His education supports his ability to evaluate planning concerns from both legal and financial perspectives.

Long has more than 35 years of experience counseling clients on financial matters and has been in the financial industry since 2003. His experience includes retirement income planning, tax minimization, long-term care planning, estate planning, annuities, and investment risk analysis. He uses an income-first approach to help clients address lifetime income needs, reduce exposure to excessive retirement risk, and build planning strategies that support long-term security.

Jimmy Long is recognized for combining estate-planning knowledge with financial-planning guidance. In addition to his law license, he holds a Series 65 investment adviser representative license and life, health, and annuity insurance licenses in various states. His coordinated approach helps clients review legal, tax, and financial decisions together, supporting practical planning for retirement, asset protection, and wealth transfer.

Law Office Affiliations

• Founder, Long Financial Services LLC
• Member, Louisiana State Bar Association

Licensed State

• Louisiana

Education

• Loyola University College of Law
  Juris Doctor (JD)
• Louisiana State University
  Bachelor of Arts (BA)

Awards & Badges