Longview Wealth Management
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About this Advisor
Jessica Engebretsen is a certified financial planner based out of Atlanta, Georgia, who has been in the advisory business for 13 years. Engebretsen is an advisor for Longview Wealth Management. During their career, the advisor has held roles at Cambridge Investment Research, Inc, Longview Wealth Management and American Cancer Society. Engebretsen has a Series 63 license, qualifying them as a securities broker, and is able to operate in Georgia. Longview Wealth Management is a firm operating out of Atlanta, Georgia. The investment advisory business has offices in five locations and a total of 31 people on staff. It administers $580 million in assets among its 1,796 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 1,796 accounts, just 12% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Longview Wealth Management offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. Fees charged by Longview Wealth Management likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Longview Wealth Management Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jessica Engebretsen Work History
Jessica has 13 years of experience.
Cambridge Investment Research, Inc
Longview Wealth Management
American Cancer Society
Jessica Engebretsen has no disclosures.
Please visit their SEC profile for more details.