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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

JONTUE DRAPER LONG

Advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PHILADELPHIA, PA | Philadelphia, PA

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Search this name across graphsid dfx:ria:722a997f-0bac-e137-c0a8-13a65347508a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 17, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 2, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 4
Exams: S63|S65
First exam: Feb 2, 2004
First registration: May 17, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 4623283

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 31, 2016	n/a	yes	Philadelphia, PA\|PHILADELPHIA, PA	Current employment
CORNERSTONE WEALTH	Former SEC adviser	Aug 16, 2013	Apr 28, 2016	no	HUNTERSVILLE, NC\|HUNTERSVILLE, NC	Previous registration
THE LEGACY GROUP	n/a	Jun 7, 2011	Nov 12, 2012	no	WEST CONSHOHOCKEN, PA	Previous registration
ESG WEALTH MANAGEMENT, LLC	n/a	Nov 4, 2010	Mar 1, 2011	no	CONSHOHOCKEN, PA	Previous registration
BREWER CAPITAL MANAGEMENT	Former SEC adviser	May 24, 2010	Oct 22, 2010	no	n/a	Previous registration
LEGACY FINANCIAL CONSULTANTS, LLC	n/a	Sep 5, 2006	Dec 17, 2008	no	CONSHOHOCKEN, PA	Previous registration
SEI INVESTMENTS MANAGEMENT CORPORATION II	n/a	May 17, 2004	Oct 20, 2005	no	OAKS, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CORNERSTONE WEALTH	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 28, 2016	Mar 31, 2016	-28	Firm change	Other
THE LEGACY GROUP	CORNERSTONE WEALTH	Nov 12, 2012	Aug 16, 2013	277	Firm change	Other
ESG WEALTH MANAGEMENT, LLC	THE LEGACY GROUP	Mar 1, 2011	Jun 7, 2011	98	Firm change	Other
BREWER CAPITAL MANAGEMENT	ESG WEALTH MANAGEMENT, LLC	Oct 22, 2010	Nov 4, 2010	13	Firm change	Other
LEGACY FINANCIAL CONSULTANTS, LLC	BREWER CAPITAL MANAGEMENT	Dec 17, 2008	May 24, 2010	523	Firm change after gap	Other
SEI INVESTMENTS MANAGEMENT CORPORATION II	LEGACY FINANCIAL CONSULTANTS, LLC	Oct 20, 2005	Sep 5, 2006	320	Firm change	Other

Relationships

Registered with (7)

→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: current employment
Mar 31, 2016 to presentfactForm ADV
→ CORNERSTONE WEALTHRegistered adviserregistration: previous registration
Aug 16, 2013 to Apr 28, 2016factForm ADV
→ THE LEGACY GROUPRegistered adviserregistration: previous registration
Jun 7, 2011 to Nov 12, 2012factForm ADV
→ ESG WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 4, 2010 to Mar 1, 2011factForm ADV
→ BREWER CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
May 24, 2010 to Oct 22, 2010factForm ADV
→ LEGACY FINANCIAL CONSULTANTS, LLCRegistered adviserregistration: previous registration
Sep 5, 2006 to Dec 17, 2008factForm ADV
→ SEI INVESTMENTS MANAGEMENT CORPORATION IIRegistered adviserregistration: previous registration
May 17, 2004 to Oct 20, 2005factForm ADV

Dated events

No dated event names this entity yet.