Wesley Long has been President of Index Fund Advisors since April 2022, is a control person of the firm and directly owns under 5% of it. Wesley Long holds a Bachelor of Science in Business/Marketing from Portland State University.
Index Fund Advisors, Inc. is an Irvine, CA firm with $5.93B under management, 2,159 clients and 30 advisers in one office, as of its March 2026 filing.
Wes Long is President of Index Fund Advisors, Inc. He joined IFA in 2015 as Executive Vice President, Director of Wealth Advisor Services, and as President he works with all areas of the organization. Before joining, he spent almost 18 years in various management roles for a large broker-dealer headquartered on the West Coast, including as Executive Vice President.
Wesley Long’s longest registration is the current one, 10 years at Index Fund Advisors since 2016. Before joining Index Fund Advisors in 2016, Wesley Long was registered through Wedbush Securities Inc.
- Index Fund Advisors, Inc.Current– present · 10 yearsIrvine, CA · Adviser representative · Firm CRD 109143
- Wedbush Securities Inc.– · 8 yearsLos Angeles, CA · Adviser representative · Firm CRD 877
Investment adviser representative registrations
Wesley Long is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from August 2016; the most recent is Louisiana, in March 2024.
- CaliforniaSince 17 August 2016
- LouisianaSince 8 March 2024
- OregonSince 27 February 2024
- TexasResidentSince 28 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 November 2016 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 17 January 2006 |
| Series 55 | Limited Representative-Equity Trader Exam | 22 January 2001 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 15 August 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 May 1990 |
| Series 7 | General Securities Representative Examination | 21 April 1990 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Wesley Robert Long
- CRD
- 2050442
- Firm
- Index Fund Advisors · CRD 109143
- Role
- President
- Office
- 19200 VON KARMAN AVE, SUITE 150, Irvine, CA 92612-6566
- Registration
- Investment adviser registration
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ifa.com
Where does Wesley Long work?
Wesley Long has been President of Index Fund Advisors, Inc. since April 2022, and is a control person of the firm.
Is Wesley Long a financial advisor?
Yes. Wesley Long has a current investment-adviser registration in California, Louisiana, Oregon and Texas, through Index Fund Advisors since August 2016.
How many years of experience does Wesley Long have?
Wesley Long has 18 years in the financial industry, since October 2007, across 2 adviser firms.
What exams has Wesley Long passed?
Wesley Long has passed 6 licensing exams: the Series 7, Series 63, Series 8, Series 55, Series 24 and Series 65. The earliest, the Series 7, was passed in April 1990. FINRA credited Wesley Long with the SIE, which began in October 2018.
Where did Wesley Long work before Index Fund Advisors?
Before Index Fund Advisors, Wesley Long was registered through Wedbush Securities Inc., June 2006 to March 2015.
Where is Wesley Long based?
Wesley Long’s registered office is in Irvine, CA.
Is Wesley Long registered with FINRA?
No. Wesley Long has no current broker registration.
How can I verify Wesley Long’s record?
Search CRD 2050442 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wesley Long’s full registration record.
