Wes Long

Wes is an industry veteran with over 34 years of experience. He joined IFA in 2015 as an Executive Vice President, Director of Wealth Advisor Services. During his tenure with the firm, he has increasingly added areas of responsibility. In his current role as President, he works closely with all areas of the organization providing strategic direction to help ensure best in class client service, operational efficiency, regulatory compliance and implementation of growth initiatives designed to expand wealth services and new client business. As a member of IFA’s Investment Committee, he utilizes his more than three decades of financial markets knowledge to offer insight and direction on IFA’s investment philosophy and portfolio implementations.

Prior to joining Index Fund Advisors, Wes spent almost 18 years in various management roles for one of the largest broker dealers headquartered on the west coast. As an Executive Vice President for this organization, he had direct responsibility for multiple areas of the firm including the marketing department, taxable fixed-income desk, syndicate desk, credit department, retirement services department and the Private Client Services Group consisting of 200+ Investment Advisors. He was a member of the firm’s President’s Executive Committee, Executive Management Committee and Financial Review Committee.

Wes holds a Bachelor of Science Degree in Business/Marketing from Portland State University and is a Wealth Advisor (Series 65). He has a certificate from The Wharton School for completing the Securities Industry Association Branch Management Leadership Institute. In addition, he previously held FINRA Series 7, 8, 24 and 55 licenses.