Jay Long

Financial Advisor
CUSO Financial Services (CFS)*

As a seasoned professional, Jay Long is keenly aware that timing and a hands–on approach to investing is essential in today’s world of investments. With nearly 30 years of experience, Jay provides a comprehensive perspective to manage a client’s financial plans across both up and down markets. He enjoys helping them understand and plan their personal road to retirement and beyond – to the years during retirement.

“I’m honored to be here to help Patelco members find the answers they need to plan for and enjoy their retirement years.”

Over the last three decades, Jay has earned the confidence and admiration from countless clients. He understands that everyone’s risk tolerances and investment goals are unique. Employing an informed and time-tested perspective for every client relationship, Jay educates families and individuals to help them chart a path toward success.