Jeffrey Cedarholm, financial advisor Gadsden AL
96 score

Jeffrey Cedarholm

CRD Number: 4581070
Current Firm: Longview Financial Advisors, Inc.

Jeffrey Cedarholm (CRD# 4581070) is an Investment Advisor Representative working at Longview Financial Advisors, Inc. in Gadsden, AL and has over 16 years of experience in the finance industry. Jeffrey Cedarholm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Longview Financial Advisors, Inc. Gadsen, AL Jan 2010 - Current 6
Cedar Properties Gadsden, AL Jun 1981 - Current 35
Longview Financial Advisors, LLC Gadsen, AL Mar 2008 - Dec 2009 1
Cedarholm & Eugenias, LLC Gadsden, AL May 2003 - Feb 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2000
Contact Info for Jeffrey R. Cedarholm
Phone Number: 256-534-1196
Registered State(s):
  • AL
  • TX
  • FL
  • GA
  • LA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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