Unclaimed Profile

Jeffrey Wayne Jones

LONGVIEW FINANCIAL ADVISORS, INC.·HUNTSVILLE, Alabama

Clean recordLONGVIEW FINANCIAL ADVISORS, INC.

4245 BALMORAL DRIVE, HUNTSVILLE, AL 35801CRD# 6566229Firm CRD# 122451

Profile Verification

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

Identity

Jeffrey Wayne Jones · HUNTSVILLE, AL

Registration

CRD #6566229 · LONGVIEW FINANCIAL ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Wayne Jones is a registered financial advisor based in HUNTSVILLE, Alabama, affiliated with LONGVIEW FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

LONGVIEW FINANCIAL ADVISORS, INC.

AUM

$181M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LONGVIEW FINANCIAL ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6566229

Firm CRD# 122451

View on FINRA BrokerCheck →

Looking for a financial advisor in HUNTSVILLE?

Browse all registered financial advisors in HUNTSVILLE, Alabama or claim this profile if it's yours.

Browse HUNTSVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Wayne Jones offer?

Jeffrey Wayne Jones specializes in Financial Planning, Investment Management. Contact their office in HUNTSVILLE, Alabama for a consultation.

What are Jeffrey Wayne Jones's credentials?

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

Where is Jeffrey Wayne Jones located?

Jeffrey Wayne Jones is based in HUNTSVILLE, Alabama, working with LONGVIEW FINANCIAL ADVISORS, INC.. Their office serves clients in the HUNTSVILLE metropolitan area and surrounding communities.

How does Jeffrey Wayne Jones charge for services?

Jeffrey Wayne Jones'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →