Form ADV and Privacy Policy

Each year, Longview reviews and updates its privacy policy and SEC disclosure form (Form ADV) to ensure we are continuing to meet the appropriate regulatory policies and procedures. The privacy policy information has not changed from the previous year and the only material change to our Form ADV is the addition of two new employees, Jeff Jones and Joseph Bedingfield, and the removal of Mitch Marsden, who has moved back to Utah to be close to family. 

Both forms can be accessed online or you may request a paper copy from us at any time.  We have included a physical copy of our privacy policy in this mailing.

Longview Welcomes Jeff Jones

We are happy to introduce Jeff Jones as the newest member of the Longview team. Prior to joining the financial services profession, Jeff spent 12 years supporting the Department of Defense and NASA after receiving his undergraduate degree in Information Systems from UAH. In 2012, Jeff received his Master’s degree in Financial Planning from the University of Alabama and is currently studying for the CFP® exam.

A native of North Alabama, Jeff and his family now call Huntsville home. He and his wife, Jamie, are proud parents to Taylor (11), Grayson (6), and Ayda (1). Jeff has long been involved with the United Way serving the Huntsville community through the Creating Assets, Savings, and Hope (CASH) program. He spends time coaching his sons’ baseball and soccer teams, watching college football and Atlanta Braves baseball, playing softball, and honing his pumpkin carving skills.

Jones Family Pic

 Jeff, his wife Jamie, and children – Taylor, Grayson, and Ayda

 

Happenings at Longview

April and May have shaped up to be busy months for Longview, particularly with our efforts to stay on top of cutting edge research and continuing education in financial planning and investments.

We are pleased to announce that Andrew has successfully completed the CFP® Examination and is progressing well toward obtaining the designation and becoming a fully certified planner. Congratulations Andrew!

Jeff recently attended the 2013 IMCA conference, focused on investments and investment research.  The conference was three days filled with intense education and discussion, with healthy debates from both academics and practitioners.  Jeff was successful in getting “brain burn” by the end of it, and feels the conference was a great contribution to his own continuing investment and economic research.

Jessica just returned from the NAPFA National conference, which covered a wide range of financial planning topics.  The conference was held in Vegas, but fortunately, the knowledge she gained didn’t have to stay there.  The planning team will be reviewing her takeaways and how best to incorporate them into our planning approach over the coming months.

Finally, we are pleased to announce that Jessica and her husband, Craig, are expecting a baby boy due on October 7th.  We are all very excited for them. Congratulations Jessica and Craig!

Form ADV and Privacy Policy

Each year, Longview reviews and updates its privacy policy and SEC disclosure form (Form ADV) to ensure we are continuing to meet the appropriate regulatory policies and procedures. The privacy policy information has not changed from the previous year and the only change to our Form ADV is that we have increased our financial planning and wealth management annual minimum fee to $7,500 for new clients. Existing clients are not affected by this change. Both forms can be accessed here.