LongView was created to provide access to high quality financial planning and investment management services to everyone. We have no investment minimums and our financial planning advice is available as an affordable monthly subscription.
Jason A. Williams, CFA
Education
MBA, University of Minnesota – Carlson School of Management
Finance Emphasis in three areas:
• Security Analysis & Portfolio Management
• Banking
• Risk Management
Bachelor of Science, University of Nebraska at Omaha
Triple Major:
• Business Finance
• Banking & Financial Markets
• Investment Science & Portfolio Management
Professional Designations
Chartered Financial Analyst® (CFA®)
Jason Williams has been investing for over 25 years and has seen first hand the power of starting early. He has worked with families and institutions in his professional career for the last 15 years, helping clients to develop investment plans and make strategic changes along the way.
Jason started LongView to provide everyone with quality financial advice and superior investment management services. Many companies claim to offer these things, but very few were built from the ground up with the business structure to be able to provide that service. Most businesses put other factors before clients. LongView’s only concern is taking care of clients.
Ready to get started? Contact us today to start a conversation that could change your life forever.
LongView was created to provide access to high quality financial planning and investment management services to everyone. We have no investment minimums and our financial planning advice is available as an affordable monthly subscription.
Jason Williams has been investing for over 25 years and has seen first hand the power of starting early. He has worked with families and institutions in his professional career for the last 13 years, helping clients to develop investment plans and make strategic changes along the way.
LongView was created to provide access to high quality financial planning and investment management services to everyone. We have no investment minimums and our financial planning advice is available as an affordable monthly subscription.
Jason started LongView to provide everyone with quality financial advice and superior investment management services. Many companies claim to offer these things, but very few were built from the ground up with the business structure to be able to provide that service. Most businesses put other factors before clients. LongView’s only concern is taking care of clients.
Ready to get started? Contact us today to start a conversation that could change your life forever.