JH
James J. Hamer
GLOBAL VIEW CAPITAL MANAGEMENT LLC
WAWAUTOSA, WI 53226
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CRD#: 2351129
JH
Professional summary
James John Hamer, who also goes by James J Hamer, James Hamer, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Wawautosa, Wisconsin.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. James has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James J Hamer | James Hamer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC - Investment related- N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188 - INSURANCE- INSURANCE AGENT- STARTED NOVEMBER 2010; 17 hrs/mth- 16 during trading hrs-Sell life, long-term care, disability insurance and fixed annuities. 2) GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; STARTED 01/2014; RIA; HEADQUARTER ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; APPROX.100 HRS/MO DURING SECURITIES TRADING HOURS; MARKETING, EDUCATION AND SALES OF ADVISORY PRODUCTS/SERVICES AND UTILIZING INVESTMENT STRATEGIES AND THIRD PARTY MONEY MANAGERS. 3) Global View Capital Advisors, LLC-Investment related- N14W23833 Stone Ridge Drive, Suite 300, Waukesha, WI 53188-Marketing firm for Advisory & Insurance services-Independent Contractor-5/6/2013-175 hrs/mth-163 during trading hrs-Marketing, education and sales of GVCM Advisory Services and GVCI Insurance Services. 4) Experior Financial Group; Investment Related; 300 Airborne Parkway, Suite 208, Cheektowago, NY 14225; Financial Services (Insurance); Insurance Agent; 2/15/2023; 5hrs/mo; 5hrs during trading; market, educate and sell insurance life products including fixed & index annuities and service client accounts.
CRS (Client Relationship Summary) - RIA
Click below to view James John Hamer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 7, 2014 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Office #1: 933 North Mayfair Road Suite 301, Wawautosa, WI 53226RIA
CRD#: 158292
WAWAUTOSA, WI
Past
February 25, 2025 - July 30, 2025
MCDERMOTT INVESTMENT SERVICES, LLC
BD
CRD#: 154926
NAPLES, FL
Past
January 3, 2014 - February 18, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Wauwatosa, WI
Past
November 1, 2010 - December 31, 2013
THE STRATEGIC FINANCIAL ALLIANCE, INC.
RIA
CRD#: 126514
WAUKESHA, WI
Past
November 1, 2010 - December 31, 2013
THE STRATEGIC FINANCIAL ALLIANCE, INC.
BD
CRD#: 126514
ATLANTA, GA
Past
July 7, 2006 - November 3, 2010
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
WAUKESHA, WI
Past
September 23, 2004 - August 21, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
WAUKESHA, WI
Past
April 12, 2002 - November 3, 2010
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
WAUKESHA, WI
Past
June 6, 1994 - April 12, 2002
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Past
February 18, 1994 - June 6, 1994
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GV
GLOBAL VIEW CAPITAL MANAGEMENT LLC
GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/3/2017)
IAR
Wisconsin(1/7/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
GV
GLOBAL VIEW CAPITAL MANAGEMENT LLC
GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188
Mailing Address
Phone number
(262) 650-1030
Established
Firm type
Fiscal year end
# of Employees
102
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,570 |
| AUM (Assets Under Management) | $ 707,976,833 |
Red Flags
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Company Information
GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292Wawautosa, WI 53226TRUST BUT VERIFY
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