Jonathan A. Wiles

GLOBAL VIEW INVESTMENT ADVISORS

Greenville, SC 29609

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CRD#: 4798512

Professional summary

Jonathan A Wiles, CFP®, who also goes by Adam Wiles, is a registered financial advisor currently at GLOBAL VIEW INVESTMENT ADVISORS, LLC located in Greenville, South Carolina.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jonathan has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

Estate Planning

Do you have an area of expertise or specialization?

Business Owners

Divorce Planning

Estate & Generational Planning...

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Adam Wiles

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan A Wiles's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

December 21, 2007 - Present

GLOBAL VIEW INVESTMENT ADVISORS, LLC

Office #1: 420 E. Park Avenue Unit 303, Greenville, SC 29609

RIA

CRD#: 145499

Greenville, SC

Past

March 1, 2007 - December 31, 2009

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

GREENVILLE, SC

Past

February 23, 2007 - May 16, 2008

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

GREENVILLE, SC

Past

July 28, 2004 - February 28, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

GREENVILLE, SC

Past

July 13, 2004 - February 28, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

GREENVILLE, SC

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".

GLOBAL VIEW INVESTMENT ADVISORS, LLC

GLOBAL VIEW INVESTMENT ADVISORS, LLC | GLOBAL VIEW, LLC

CRD#: 145499 / SEC#: 801-68500

RIA

Registered Investment Advisory firm - (11/21/2007 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

South Carolina
(12/21/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/27/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/12/2004

General Securities Representative Examination

Current Firm

GLOBAL VIEW INVESTMENT ADVISORS, LLC

GLOBAL VIEW INVESTMENT ADVISORS, LLC | GLOBAL VIEW, LLC

CRD#: 145499 / SEC#: 801-68500

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

800 E Washington St Suite 2a, Greenville, SC 29601

Mailing Address

1320 Main St Suite 300, Columbia, SC 29201

Phone number

(864) 335-9211

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2025 (2/24/2025)

Regulatory assets under management

Total Number of Accounts	1,733
AUM (Assets Under Management)	$ 480,406,858

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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FIDUCIARY ORGANIZATION, LLC

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Greenville, SC

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Jonathan A. Wiles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan A Wiles's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL VIEW INVESTMENT ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

GLOBAL VIEW INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/27/2004

Series 7

Date: 7/12/2004

Current Firm

GLOBAL VIEW INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBAL VIEW INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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