Jennifer H. Stewart

LONGVIEW WEALTH MANAGEMENT

Atlanta, GA 30342

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CRD#: 4671629

Professional summary

Jennifer Hanes Stewart, CFP®, who also goes by Jennifer Elizabeth Hanes, is a registered financial advisor currently at LONGVIEW WEALTH MANAGEMENT located in Atlanta, Georgia.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jennifer has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Elizabeth Hanes

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.MORGAN COUNTY FDN FOR EXCELLENCE IN PUBLIC EDUCATION, MADISON, GA, 11/2016 AS BOARD MEMBER/SECRETARY to support and enhance the educational programs of the public schools of Morgan County, Georgia.. NIR - 10/MO - 4/TRADING. 2) Northeast Georgia Regional Commission, 305 Research Drive, Athens GA 30605, United States, START DATE: 11/15/2021, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, INV REL, 1 HR/MO - 1 HR/MO TRADING 3) GEORGIA STATE SCHOOL SUPERINTENDENT PARENT ADVISORY COUNCIL, 205 Jesse Hill Jr. Dr., SE, 1562 Twin Towers East, Atlanta GA 30334, United States, START DATE: 11/15/2021, Parent Advisory Council Member, Volunteer, INV REL, 1 HR/MO - 1 HR/MO TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Hanes Stewart's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

May 30, 2007 - Present

LONGVIEW WEALTH MANAGEMENT

Office #1: 5605 Glenridge Drive Suite 300, Atlanta, GA 30342

RIA

CRD#: 136214

Atlanta, GA

Past

January 3, 2007 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Madison, GA

Past

March 17, 2005 - December 31, 2006

CETERA WEALTH SERVICES, LLC

CRD#: 13572

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LONGVIEW WEALTH MANAGEMENT

FINANCIAL NETWORK CORPORATION | NORTHSTAR FINANCIAL COMPANIES, INC. | LONGVIEW WEALTH MANANGEMENT | LONGVIEW WEALTH MANAGEMENT, INC. | LONGVIEW WEALTH MANAGEMENT

CRD#: 136214 / SEC#: 801-64708

RIA

Registered Investment Advisory firm - (9/19/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(5/30/2007)

IAR

Louisiana
(8/2/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/2/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/16/2005

General Securities Representative Examination

Current Firm

LONGVIEW WEALTH MANAGEMENT

FINANCIAL NETWORK CORPORATION | NORTHSTAR FINANCIAL COMPANIES, INC. | LONGVIEW WEALTH MANANGEMENT | LONGVIEW WEALTH MANAGEMENT, INC. | LONGVIEW WEALTH MANAGEMENT

CRD#: 136214 / SEC#: 801-64708

RIA

Registered Investment Advisory firm - (9/19/2005 Approved)

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Contact information

Main Address

5605 Glenridge Drive Suite 300, Atlanta, GA 30342

Mailing Address

Phone number

(404) 843-3100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 WRAP BROCHURE (3/24/2025)

ADV PART II BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	3,214
AUM (Assets Under Management)	$ 1,104,703,390

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jennifer H. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Hanes Stewart's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONGVIEW WEALTH MANAGEMENT

CAMBRIDGE INVESTMENT RESEARCH, INC.

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

LONGVIEW WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 5/2/2005

SIE

Date: 10/1/2018

Series 7

Date: 3/16/2005

Current Firm

LONGVIEW WEALTH MANAGEMENT

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LONGVIEW WEALTH MANAGEMENT

TRUST BUT VERIFY

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