Jeffrey W. Jones

CRD#: 6566229

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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Wayne Jones, CFP® was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2015. Jeffrey had worked at 1 firm .

Core Areas of Focus

Charitable Giving

College/Education Planning

Estate & Generational Planning Issues

Generation X

Retirement Planning & Distribution Rules

Tax Planning

Biography

.

Question & Answer

What are your service offerings?

Insurance Planning

Comprehensive Financial Planni...

Tax Planning

Estate Planning

Investment Planning

Employee and Employer Plan Ben...

Education Planning

Retirement Planning

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 2015

Experience

Past

November 3, 2015 - May 20, 2025

LONGVIEW FINANCIAL ADVISORS, INC.

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.

Visual representation of state registrations

This advisor is not registered in any state.

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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Jeffrey W. Jones

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client 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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