Jason A. Williams

LONGVIEW INVESTMENT MANAGEMENT LLC

Omaha, NE

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CRD#: 5080241

Professional summary

Jason Alan Williams is a registered financial advisor currently at LONGVIEW INVESTMENT MANAGEMENT LLC located in Omaha, Nebraska.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jason has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Alan Williams's 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®

None

Experience

Current

May 1, 2019 - Present

LONGVIEW INVESTMENT MANAGEMENT LLC

RIA

CRD#: 301256

Omaha, NE

Past

January 3, 2011 - October 20, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BLOOMINGTON, MN

Past

February 4, 2008 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

MINNEAPOLIS, MN

Past

August 21, 2007 - December 21, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Nebraska
(5/1/2019)

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

Series 63

Date: 9/14/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/20/2007

General Securities Representative Examination

Current Firm

LONGVIEW INVESTMENT MANAGEMENT LLC

CRD#: 301256 / SEC#:

Nebraska

Registered Investment Advisory firm - (4/30/2019 Approved)

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Contact information

Main Address

Omaha, NE

Mailing Address

Phone number

(402) 681-7764

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 7,482,646

Red Flags

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

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Jason A. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Alan Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONGVIEW INVESTMENT MANAGEMENT LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/14/2007

Series 7

Date: 8/20/2007

Current Firm

LONGVIEW INVESTMENT MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LONGVIEW INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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