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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Longview Investment Management LLC

Jason A. Williams

CRD 5080241 · Omaha, NE

At a glance

Jason A. Williams is an investment adviser representative with Longview Investment Management LLC in Omaha, NE, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Chartered Financial Analyst.

Current advisory firm

  • Longview Investment Management LLCSince January 2026Omaha, NE · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2026
Designations
Chartered Financial Analyst
Exams
Series 63
Registered in
–
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Jason’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

More at Longview Investment Management LLC