Category: Firm News
Happy New Year!
As we begin a new year, we would like to thank you. Thank
you for sharing your lives and your stories with us over the last year. Some of
you celebrated – adding to your family,...
Jeff Jones Named to NAPFA National Board
Longview Financial Advisors is pleased to announce that Jeff Jones has been named to the National Association of Personal Financial Advisors (NAPFA) National Board.
NAPFA is the country’s leading...
Wes Johnson Receives CIMA®Designation
Congratulations to Longview’s Wes Johnson who recently received the Certified Investment Management Analyst (CIMA) designation.
CIMA is an advanced professional certification for investment consultants,...
Jeff Jones Named as Regular Contributor to U.S. News & World Report
Congratulations to Longview’s Jeff Jones who has been selected as a regular contributor to the U.S. News & World Report. He will contribute monthly articles to U.S. News’ The Smarter Investor section,...
Jeff Jones Named NAPFA South President
Longview is pleased to announce that Jeff Jones has been named as the National Association of Personal Financial Advisors‘ (NAPFA)’s South Region Board President.
NAPFA is the country’s leading...
Jeff Jones Receives IRS Enrolled Agent (EA) Designation
Congratulation to Longview’s own Jeff Jones for earning the IRS Enrolled Agent (EA) designation. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited...