Jessica
Engebretsen

Longview Wealth Management

CRD#5900662
Investment Advisor
in Atlanta, GA
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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

Series 63, Certified Financial Planner

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1100 Johnson Ferry Rd Ne Ste 320
Atlanta, GA 30342

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Longview Wealth Management Brokerage Details

Total Assets Under Management

$579,713,045

GA Average: $3,570,121,308
Total Number of Employees

27

GA Average: 58
Total Number of Accounts

1,942

GA Average: 1,608
Average Account Size

$298,513

GA Average: $2,220,225

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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.

2011 - Present (8 years)

Cambridge Investment Research, Inc

2011 - Present (8 years)

Longview Wealth Management

2005 - 2011 (6 years)

American Cancer Society

Disclosures

Jessica Engebretsen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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