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JJ

Jamie M. Johnson

GLOBAL VIEW CAPITAL MANAGEMENT LLC
SAN ANTONIO, TX 78233
Some features on this profile are disabled
CRD#: 6383293
JJ

Professional summary

Jamie Michael Johnson, who also goes by Jamie M. Johnson, Jamie Johnson, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in San Antonio, Texas.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jamie has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jamie M. Johnson | Jamie Johnson

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 Jamie Michael Johnson'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®
None

Experience

Current

March 12, 2025 - Present

GLOBAL VIEW CAPITAL MANAGEMENT LLC

Office #1: 9504 N Interstate 35 Suite 208, San Antonio, TX 78233
RIA
CRD#: 158292
SAN ANTONIO, TX
Past

February 11, 2022 - March 13, 2025

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
San Antonio, TX
Past

February 11, 2022 - March 13, 2025

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
San Antonio, TX
Past

November 18, 2020 - February 1, 2022

IP FINANCIAL ADVISORY SERVICES LLC

RIA
CRD#: 305772
San Antonio, TX
Past

November 1, 2020 - February 1, 2022

INNOVATION PARTNERS LLC

BD
CRD#: 146344
Eagle, ID
Past

June 18, 2019 - November 9, 2020

CETERA ADVISORS LLC

BD
CRD#: 10299
SAN ANTONIO, TX
Past

January 29, 2015 - June 3, 2019

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
SAN ANTONIO, TX
Past

September 23, 2014 - November 4, 2014

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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
(3/12/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/17/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/23/2014
General Securities Representative Examination

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)
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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 (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GLOBAL VIEW CAPITAL MANAGEMENT PERSONALIZED ASSET MANAGEMENT WRAP FEE BROCHURE (3/13/2025)
GLOBAL VIEW CAPITAL MANAGEMENT DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts7,570
AUM (Assets Under Management)$ 707,976,833

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.

Company Information

GLOBAL VIEW CAPITAL MANAGEMENT LLC

CRD#: 158292San Antonio, TX 78233

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