JR
Jonathan M. Riesch
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Waukesha, WI 53188
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CRD#: 7406357
JR
Professional summary
Jonathan M. Riesch, who also goes by Jonathan Michael Riesch, Jonathan Riesch, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Waukesha, Wisconsin.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jonathan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan Michael Riesch | Jonathan Riesch
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] RIESCH 3 LLC; YES-INVESTMENT RELATED; ADDRESS: N148N12919 PLEASANT VIEW DRIVE, GERMANTOWN, WI 53022; NATURE: FAMILY FARM; POSITION: CO-TRUSTEE; STARTED: 03.10.2023; APPROX. / ZERO HRS/MO DURING TRADING HOURS; APPROX, ZERO HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: NONE, NO BUILDINGS ON THE PROPERTY, UNCLE MANAGES THE LAND RENTAL TO LOCAL FARMERS. [2] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 05.31.2024; APPROX. 5 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 30 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [3] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 05.31.2024; APPROX. 3 HRS/MONTH DURING TRADING HOURS; APPROX. 7 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS WITH FOCUS ON SALE OF LIFE, LONG TERM CARE AND DISABILITY INSURANCE PRODUCTS AND FIXED ANNUITIES.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan M. Riesch'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
June 3, 2024 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Office #1: N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188RIA
CRD#: 158292
Waukesha, WI
Past
December 5, 2022 - March 26, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
JACKSON, WI
Past
September 30, 2022 - March 26, 2024
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
November 17, 2021 - September 6, 2022
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
MILWAUKEE, WI
Past
September 17, 2021 - September 6, 2022
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
MILWAUKEE, WI
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(10/29/2025)
IAR
Wisconsin(6/3/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/17/2021
General Securities Representative ExaminationGeneral Industry/Product 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#: 158292Waukesha, WI 53188TRUST BUT VERIFY
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