James Longo has been an investment adviser representative at Cora Capital Advisors since September 2025, and is not listed among the firm’s executive officers or direct owners. James Longo holds a Bachelor of Science in Commerce Accountancy from DePaul University and a Master of Accountancy from DePaul University.
Cora Capital Advisors LLC is a Marlton, NJ firm with $723M under management, 786 clients and 8 advisers across 3 offices, as of its March 2026 filing.
James A. Longo, Jr. is Financial Advisor of CORA Capital Advisors. He focuses his practice on business owners, corporate executives and affluent families, and develops strategies aimed at limiting risk and volatility over the long term. Before entering financial services, he held leadership and ownership roles in trucking, import/distribution and consulting.
James Longo’s longest registration was 22 years at Osaic Fa, Inc. (2002–2025). Before joining Cora Capital Advisors in 2025, James Longo was registered through Osaic Wealth, Inc. and Osaic Fa, Inc.
- Cora Capital AdvisorsCurrent– present · 1 yearOakbrook Terrace, IL · Adviser representative · Firm CRD 318134
- Osaic Wealth, Inc.– · under a yearMarlton, NJ · Adviser representative · Firm CRD 23131
- Osaic Fa, Inc.– · 22 yearsOakbrook Terrace, IL · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
James Longo is registered as an investment adviser representative in Illinois, since September 2025.
- IllinoisSince 9 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 June 2002 |
| Series 7 | General Securities Representative Examination | 6 June 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James A Longo
- CRD
- 4542543
- Firm
- Cora Capital Advisors · CRD 318134
- Office
- 17W220 22ND ST, SUITE 410, Oakbrook Terrace, IL 60181
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- coracap.com
Where does James Longo work?
James Longo is an investment adviser representative registered through Cora Capital Advisors LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is James Longo a financial advisor?
Yes. James Longo has a current investment-adviser registration in Illinois, through Cora Capital Advisors since September 2025.
How many years of experience does James Longo have?
James Longo has 24 years in the financial industry, since June 2002, across 3 adviser firms.
What exams has James Longo passed?
James Longo has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2002. FINRA credited James Longo with the SIE, which began in October 2018.
Where did James Longo work before Cora Capital Advisors?
Before Cora Capital Advisors, James Longo was registered through Osaic Fa, Inc., June 2002 to January 2025.
Where is James Longo based?
James Longo’s registered office is in Oakbrook Terrace, IL.
Is James Longo registered with FINRA?
Yes. James Longo has a current broker registration, under CRD 4542543.
Source: FINRA BrokerCheck
How can I verify James Longo’s record?
Search CRD 4542543 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish James Longo’s full registration record.