Jessica H. Smith

LONGVIEW FINANCIAL ADVISORS

HUNTSVILLE, AL 35801

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CRD#: 5492682

Professional summary

Jessica Hovis Smith, CFP®, CLU®, CPWA®, who also goes by Jessica Faye Hovis, is a registered financial advisor currently at LONGVIEW FINANCIAL ADVISORS, INC. located in Huntsville, Alabama.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jessica has worked at 1 firm .

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Business Succession Planning

Estate Planning

Comprehensive Financial Planni...

Retirement Planning

Tax Planning

Insurance Planning

Investment Planning

Do you have an area of expertise or specialization?

Charitable Giving

College/Education Planning

Estate & Generational Planning...

Insurance Related Issues

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Jessica Faye Hovis

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 Jessica Hovis Smith'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: 2008

CLU^®

Chartered Life Underwriter

CPWA^®

Certified Private Wealth Advisor

Start date: 2012-10-30

Expire date: 2024-09-30

Experience

Current

May 5, 2008 - Present

LONGVIEW FINANCIAL ADVISORS, INC.

Office #1: 4245 Balmoral Drive Suite 306, Huntsville, AL 35801

RIA

CRD#: 122451

HUNTSVILLE, AL

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 FINANCIAL ADVISORS, INC.

LONGVIEW FINANCIAL ADVISORS, INC. | WEST FINANCIAL CONSULTING, INC.

CRD#: 122451 / SEC#: 801-64122

RIA

Registered Investment Advisory firm - (3/31/2005 Approved)

Alabama

Registered Investment Advisory firm - (4/12/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Alabama
(5/5/2008)

IAR

Texas
(3/28/2012)

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

Current Firm

LONGVIEW FINANCIAL ADVISORS, INC.

LONGVIEW FINANCIAL ADVISORS, INC. | WEST FINANCIAL CONSULTING, INC.

CRD#: 122451 / SEC#: 801-64122

RIA

Registered Investment Advisory firm - (3/31/2005 Approved)

Alabama

Registered Investment Advisory firm - (4/12/2005 Terminated)

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Contact information

Main Address

4245 Balmoral Drive Suite 306, Huntsville, AL 35801

Mailing Address

Phone number

(256) 534-1196

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (5/22/2025)

Regulatory assets under management

Total Number of Accounts	678
AUM (Assets Under Management)	$ 195,484,022

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/20/2025	Cover Page	Report
03/31/2025	Cover Page	Report

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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Jessica H. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Hovis Smith's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONGVIEW FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

LONGVIEW FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Current Firm

LONGVIEW FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LONGVIEW FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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