Jeffrey Butler has been an investment adviser representative at Global View Capital Management since May 2018, 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.
Jeffrey Butler’s longest registration was 8 years at Jeffrey L. Butler (2008–2017). Before joining Global View Capital Management in 2018, Jeffrey Butler was registered through Jeffrey L. Butler and Uvest Financial Services Group, Inc.
- – present · 8 yearsKewaskum, WI · Adviser representative · Firm CRD 158292
- Jeffrey L. Butler– · 8 yearsKewaskum, WI · Adviser representative · Firm CRD 147117
- Uvest Financial Services Group, Inc.– · 3 yearsKewaskum, WI · Adviser representative · Firm CRD 13787
Investment adviser representative registrations
Jeffrey Butler is registered as an investment adviser representative in 2 states, as a resident of Texas and Wisconsin. The first approvals date from May 2018; the most recent is Texas, in October 2024.
- TexasResidentSince 10 October 2024
- WisconsinResidentSince 10 May 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 March 2004 |
| Series 24 | General Securities Principal Examination | 4 September 2001 |
| Series 7 | General Securities Representative Examination | 25 October 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 August 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 July 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Lane Butler
- CRD
- 2319063
- Firm
- Global View Capital Management · CRD 158292
- Office
- Kewaskum, WI
- Registration
- Investment adviser registration
- In the industry since
- May 1994
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Butler work?
Jeffrey Butler is an investment adviser representative registered through Global View Capital Management LLC since May 2018, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Butler a financial advisor?
Yes. Jeffrey Butler has a current investment-adviser registration in Texas and Wisconsin, through Global View Capital Management since May 2018.
How many years of experience does Jeffrey Butler have?
Jeffrey Butler has 32 years in the financial industry, since May 1994, across 3 adviser firms.
What exams has Jeffrey Butler passed?
Jeffrey Butler has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 24 and Series 66. The earliest, the Series 6, was passed in July 1993. FINRA credited Jeffrey Butler with the SIE, which began in October 2018.
Where did Jeffrey Butler work before Global View Capital Management?
Before Global View Capital Management, Jeffrey Butler was registered through Jeffrey L. Butler, November 2008 to August 2017; Uvest Financial Services Group, Inc., October 2005 to December 2008.
Where is Jeffrey Butler based?
Jeffrey Butler’s registered office is in Kewaskum, WI.
Is Jeffrey Butler registered with FINRA?
No. Jeffrey Butler has no current broker registration.
How can I verify Jeffrey Butler’s record?
Search CRD 2319063 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Butler’s full registration record.
