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Jessica H Engebretsen

Longview Wealth Management

Atlanta, GA

CRD 5900662

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Employer firm

Longview Wealth Management CRD 136214

$1.15B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Longview Wealth Management

5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2014-07-03
  • GA RA
    APPROVED
    Since 2014-07-03

Branch Locations

5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 06/2011 12/2022
Longview Wealth Management Atlanta GA 03/2011 Present
  • 06/2011 → 12/2022
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 03/2011 → Present
    Longview Wealth Management
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-09-12
  • S63 Uniform Securities Agent State Law Examination
    2011-09-12
Designations
  • Certified Financial Planner
Other Names
  • Jessica Boyle Hoback

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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