Jeffrey Cedarholm has been Retired Owner of Longview Financial Advisors since January 2010, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Longview Financial Advisors, Inc. is a Huntsville, AL firm with $208M under management, 182 clients and 3 advisers across 5 offices, as of its May 2026 filing.
Jeffrey Cedarholm’s longest registration was 13 years at Longview Financial Advisors, Inc. (2010–2023).
- – · 13 yearsBig Canoe, GA · Adviser representative · Firm CRD 122451
- Longview Financial Advisors, LLC– · 1 yearGadsden, AL · Adviser representative · Firm CRD 146646
- Cedarholm & Eugenias, LLC– · 4 yearsGadsden, AL · Adviser representative · Firm CRD 127567
- Cedarholm Advisors– · under a yearGadsden, AL · Adviser representative · Firm CRD 122702
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 March 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Roland Cedarholm
- CRD
- 4581070
- Firm
- Longview Financial Advisors · CRD 122451
- Role
- Retired Owner
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Cedarholm work?
Jeffrey Cedarholm has been Retired Owner of Longview Financial Advisors, Inc. since January 2010.
Does Jeffrey Cedarholm have a current investment-adviser registration?
Jeffrey Cedarholm has no current investment-adviser or broker registration.
What exams has Jeffrey Cedarholm passed?
Jeffrey Cedarholm passed the Series 65 in March 2000.
Where was Jeffrey Cedarholm previously registered as an investment adviser?
Jeffrey Cedarholm has past investment-adviser registrations through Longview Financial Advisors, Inc., January 2010 to January 2023; Longview Financial Advisors, LLC, March 2008 to December 2009; Cedarholm & Eugenias, LLC, July 2003 to March 2008; Cedarholm Advisors, August 2002 to December 2002, across 4 firms.
Is Jeffrey Cedarholm registered with FINRA?
No. Jeffrey Cedarholm has no current broker registration.
How can I verify Jeffrey Cedarholm’s record?
Search CRD 4581070 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Cedarholm’s full registration record.
