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JH

John H. Hayes

LONGVIEW WEALTH MANAGEMENT
Atlanta, GA 30342
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CRD#: 5138331
JH

Professional summary


John Henry Hayes is a registered financial advisor currently at LONGVIEW WEALTH MANAGEMENT located in Atlanta, Georgia and M. S. HOWELLS & CO. located in Madison, Georgia.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. John has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24, Series 51 and Series 26 exams.

top-8-questions

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.
1. Madison First United Methodist Church; non-investment related; 296 S Main St Madison, GA 30650; Position/Title- Chairperson for Finance Committee; Start date- 1.1.24; Approximately 1 hour per month, 0 during trading hours; Description- Lead Finance Committee meetings 2. AUG 2018; INDEPENDENT INSURANCE AGENT, ATLANTA, GA; NON INVESTMENT RELATED; INSURANCE SALES; DEVOTE 1 HR/MONTH DURING MARKETHOURS. 3. AUG 2018; LONG VIEW WEALTH MANAGEMENT, ATLANTA, GA; INVESTMENT RELATED; RIA; CCO; COMPLIANCE FUNCTIONS RELATED TO ADVISORYDEVOTE 80 HRS/MONTH DURING MARKET HOURS. 4. JAN 2023; MS HOWELLS & CO; ATLANTA, GA, INVESTMENT RELATED; REGISTERED REPRESENTATIVE; 120/HRS/MONTH DURING MARKET HOURS

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Henry Hayes'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®
None

Experience


Current

August 6, 2018 - Present

LONGVIEW WEALTH MANAGEMENT

Office #1: 5605 Glenridge Drive Suite 300, Atlanta, GA 30342
RIA
CRD#: 136214
Atlanta, GA
Current

January 3, 2023 - Present

M. S. HOWELLS & CO.

Office #1: 153 West Washington St., Madison, GA 30650
BD
CRD#: 104100
Madison, GA
Past

August 7, 2018 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
ATLANTA, GA
Past

May 4, 2018 - July 11, 2018

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
WINDER, GA
Past

February 27, 2017 - July 11, 2018

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ATLANTA, GA
Past

June 5, 2006 - February 28, 2017

CCF INVESTMENTS, INC.

BD
CRD#: 136571
GREENSBORO, 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".
LW
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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Georgia
(8/6/2018)
RR
Georgia
(1/3/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/2/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/23/2013
General Securities Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


LW
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
26

SEC notice filing (21 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 WRAP BROCHURE (3/24/2025)

Regulatory assets under management


Total Number of Accounts3,214
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.

Company Information


LONGVIEW WEALTH MANAGEMENT

CRD#: 136214Atlanta, GA 30342

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