Jamie Johnson has been an investment adviser representative at Global View Capital Management since March 2025, and is not listed among the firm’s executive officers or direct owners.
Global View Capital Management LLC is a Waukesha, WI firm with $775M under management, 3,819 clients and 107 advisers across 6 offices, as of its August 2026 filing.
Jamie Johnson’s longest registration was 3 years at Transamerica Financial Advisors, LLC (2022–2025). Before joining Global View Capital Management in 2025, Jamie Johnson was registered through Transamerica Financial Advisors, LLC and Ip Financial Advisory Services LLC.
- – present · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 158292
- Transamerica Financial Advisors, LLC– · 3 yearsSan Antonio, TX · Adviser representative · Firm CRD 16164
- Ip Financial Advisory Services LLC– · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 305772
Investment adviser representative registrations
Jamie Johnson is registered as an investment adviser representative in Texas, since March 2025.
- TexasSince 12 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 October 2014 |
| Series 7 | General Securities Representative Examination | 23 September 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jamie Michael Johnson
- CRD
- 6383293
- Firm
- Global View Capital Management · CRD 158292
- Office
- 9504 N INTERSTATE 35, SUITE 208, San Antonio, TX 78233
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Jamie Johnson work?
Jamie Johnson is an investment adviser representative registered through Global View Capital Management LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jamie Johnson a financial advisor?
Yes. Jamie Johnson has a current investment-adviser registration in Texas, through Global View Capital Management since March 2025.
How many years of experience does Jamie Johnson have?
Jamie Johnson has 11 years in the financial industry, since January 2015, across 3 adviser firms.
What exams has Jamie Johnson passed?
Jamie Johnson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2014. FINRA credited Jamie Johnson with the SIE, which began in October 2018.
Where did Jamie Johnson work before Global View Capital Management?
Before Global View Capital Management, Jamie Johnson was registered through Ip Financial Advisory Services LLC, November 2020 to February 2022.
Where is Jamie Johnson based?
Jamie Johnson’s registered office is in San Antonio, TX.
Is Jamie Johnson registered with FINRA?
No. Jamie Johnson has no current broker registration.
How can I verify Jamie Johnson’s record?
Search CRD 6383293 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jamie Johnson’s full registration record.
