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Jennifer Hanes Stewart

LONGVIEW WEALTH MANAGEMENT, INC.·ATLANTA, Georgia
SIE, Series 7, Series 66CFPClean record19 years registeredLONGVIEW WEALTH MANAGEMENT, INC.
5605 GLENRIDGE DRIVE, ATLANTA, GA 30342CRD# 4671629Firm CRD# 136214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Hanes Stewart · ATLANTA, GA
Registration
CRD #4671629 · LONGVIEW WEALTH MANAGEMENT, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

LONGVIEW WEALTH MANAGEMENT
May 2007 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 30, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LONGVIEW WEALTH MANAGEMENT, INC.
CRD 136214 · SEC 801-64708
AUM
$987M
Regulatory assets under management
Employees
26
3,074 client accounts
Services offered by LONGVIEW WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LONGVIEW WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Jennifer Hanes Stewart offer?
Jennifer Hanes Stewart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Jennifer Hanes Stewart's credentials?
Jennifer Hanes Stewart holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jennifer Hanes Stewart located?
Jennifer Hanes Stewart is based in ATLANTA, Georgia, working with LONGVIEW WEALTH MANAGEMENT, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Jennifer Hanes Stewart charge for services?
Jennifer Hanes Stewart's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONGVIEW WEALTH MANAGEMENT, INC.?
LONGVIEW WEALTH MANAGEMENT, INC. has approximately 26 employees and manages $987M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LONGVIEW WEALTH MANAGEMENT, INC.

John Henry Hayes
ATLANTA, GA
Wesley Dean Bigler
ATLANTA, GA
CFP
Catherine Suits Bolton
ATLANTA, GA
Larry Quinton Fisher
ATLANTA, GA

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Research
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