Jeffrey Lukawski has been an investment adviser representative at Global View Capital Management since October 2024, 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.
- – present · 2 yearsWinston Salem, NC · Adviser representative · Firm CRD 158292
Investment adviser representative registrations
Jeffrey Lukawski is registered as an investment adviser representative in 2 states. The first approvals date from October 2024; the most recent is Texas, in October 2025.
- North CarolinaSince 2 October 2024
- TexasSince 20 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 September 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey David Lukawski
- CRD
- 7992938
- Firm
- Global View Capital Management · CRD 158292
- Office
- 301 NORTH MAIN STREET, 24TH FLOOR - SUITE 2443, Winston Salem, NC 27101-3885
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Lukawski work?
Jeffrey Lukawski is an investment adviser representative registered through Global View Capital Management LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Lukawski a financial advisor?
Yes. Jeffrey Lukawski has a current investment-adviser registration in North Carolina and Texas, through Global View Capital Management since October 2024.
How many years of experience does Jeffrey Lukawski have?
Jeffrey Lukawski has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Jeffrey Lukawski passed?
Jeffrey Lukawski passed the Series 65 in September 2024.
Where is Jeffrey Lukawski based?
Jeffrey Lukawski’s registered office is in Winston Salem, NC.
Is Jeffrey Lukawski registered with FINRA?
No. Jeffrey Lukawski has no current broker registration.
How can I verify Jeffrey Lukawski’s record?
Search CRD 7992938 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Lukawski’s full registration record.
