Jeremy Condie has been an investment adviser representative at Global View Capital Management since February 2014, 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.
Jeremy Condie’s longest registration is the current one, 12 years at Global View Capital Management since 2014. Before joining Global View Capital Management in 2014, Jeremy Condie was registered through Transamerica Financial Advisors, Inc. and Investment Advisors International, Inc.
- – present · 12 yearsIdaho Falls, ID · Adviser representative · Firm CRD 158292
- Transamerica Financial Advisors, Inc.– · 1 yearPhiladelphia, PA · Adviser representative · Firm CRD 16164
- Investment Advisors International, Inc.– · 3 yearsIdaho Falls, ID · Adviser representative · Firm CRD 139233
Investment adviser representative registrations
Jeremy Condie is registered as an investment adviser representative in Idaho, since February 2014.
- IdahoSince 10 February 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 September 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 September 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 July 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeremy Bell Condie
- CRD
- 4952819
- Firm
- Global View Capital Management · CRD 158292
- Office
- 765 S. WOODRUFF AVENUE, SUITE 2, Idaho Falls, ID 83401
- Registration
- Investment adviser registration
- In the industry since
- December 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeremy Condie work?
Jeremy Condie is an investment adviser representative registered through Global View Capital Management LLC since February 2014, and is not listed among the firm’s executive officers or direct owners.
Is Jeremy Condie a financial advisor?
Yes. Jeremy Condie has a current investment-adviser registration in Idaho, through Global View Capital Management since February 2014.
How many years of experience does Jeremy Condie have?
Jeremy Condie has 17 years in the financial industry, since December 2008, across 3 adviser firms.
What exams has Jeremy Condie passed?
Jeremy Condie has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 2005.
Where did Jeremy Condie work before Global View Capital Management?
Before Global View Capital Management, Jeremy Condie was registered through Transamerica Financial Advisors, Inc., January 2012 to December 2013; Investment Advisors International, Inc., November 2008 to January 2012.
Where is Jeremy Condie based?
Jeremy Condie’s registered office is in Idaho Falls, ID.
Is Jeremy Condie registered with FINRA?
No. Jeremy Condie has no current broker registration.
How can I verify Jeremy Condie’s record?
Search CRD 4952819 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Condie’s full registration record.
