Unclaimed Profile

Jeffrey Roland Cedarholm

LONGVIEW FINANCIAL ADVISORS, INC.·HUNTSVILLE, Alabama

Series 65Clean record23 years registeredLONGVIEW FINANCIAL ADVISORS, INC.

4245 BALMORAL DRIVE, HUNTSVILLE, AL 35801CRD# 4581070Firm CRD# 122451

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Roland Cedarholm · HUNTSVILLE, AL

Registration

CRD #4581070 · LONGVIEW FINANCIAL ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LONGVIEW FINANCIAL ADVISORS, INC.

LONGVIEW FINANCIAL ADVISORS, INC.

Jan 2010 – Jan 2023

Big Canoe, GA

LONGVIEW FINANCIAL ADVISORS, LLC

Mar 2008 – Dec 2009

GADSDEN, AL

CEDARHOLM & EUGENIAS, LLC

Jul 2003 – Mar 2008

GADSDEN, AL

CEDARHOLM ADVISORS

Aug 2002 – Dec 2002

GADSDEN, AL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 28, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LONGVIEW FINANCIAL ADVISORS, INC.

CRD 122451 · SEC 801-64122

AUM

$181M

Regulatory assets under management

Employees

696 client accounts

Services offered by LONGVIEW FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LONGVIEW FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Roland Cedarholm offer?

Jeffrey Roland Cedarholm specializes in Financial Planning, Investment Management.

What are Jeffrey Roland Cedarholm's credentials?

Jeffrey Roland Cedarholm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Roland Cedarholm located?

Jeffrey Roland Cedarholm is based in HUNTSVILLE, Alabama, last registered with LONGVIEW FINANCIAL ADVISORS, INC..

How does Jeffrey Roland Cedarholm charge for services?

Jeffrey Roland Cedarholm's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LONGVIEW FINANCIAL ADVISORS, INC.?

LONGVIEW FINANCIAL ADVISORS, INC. has approximately 6 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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