Joe Medrano has been an investment adviser representative at Global View Capital Management since December 2021, 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.
Joe Medrano’s longest registration was 10 years at LPL Financial LLC (2006–2016). Before joining Global View Capital Management in 2021, Joe Medrano was registered through 5280 Capital and Western Wealth Management LLC.
- – present · 4 yearsDenver, CO · Adviser representative · Firm CRD 158292
- 5280 Capital– · 1 yearDenver, CO · Adviser representative · Firm CRD 167460
- Western Wealth Management LLC– · 1 yearGolden, CO · Adviser representative · Firm CRD 283545
- Western Wealth Management LLC– · under a yearGreenwood Village, CO · Adviser representative · Firm CRD 167344
- LPL Financial LLC– · 10 yearsGolden, CO · Adviser representative · Firm CRD 6413
- Mutual Service Corporation– · 3 yearsDenver, CO · Adviser representative · Firm CRD 4806
- FFP Advisory Services Inc– · 1 yearDenver, CO · Adviser representative · Firm CRD 110778
Investment adviser representative registrations
Joe Medrano is registered as an investment adviser representative in Colorado, since December 2021.
- ColoradoSince 8 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 January 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 March 2000 |
| Series 7 | General Securities Representative Examination | 20 May 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 January 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joe Percy Medrano
- CRD
- 1393377
- Firm
- Global View Capital Management · CRD 158292
- Office
- DOWNTOWN DENVER OFFICE EVOLUTION, 1624 MARKET STREET, SUITE 202, Denver, CO 80202
- Registration
- Investment adviser registration
- In the industry since
- October 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Joe Medrano work?
Joe Medrano is an investment adviser representative registered through Global View Capital Management LLC since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is Joe Medrano a financial advisor?
Yes. Joe Medrano has a current investment-adviser registration in Colorado, through Global View Capital Management since December 2021.
How many years of experience does Joe Medrano have?
Joe Medrano has 28 years in the financial industry, since October 1997, across 7 adviser firms.
What exams has Joe Medrano passed?
Joe Medrano has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 65. The earliest, the Series 6, was passed in January 1999. FINRA credited Joe Medrano with the SIE, which began in October 2018.
Where did Joe Medrano work before Global View Capital Management?
Before Global View Capital Management, Joe Medrano was registered through 5280 Capital, January 2020 to December 2021; Western Wealth Management LLC, June 2016 to January 2018; Western Wealth Management LLC, August 2015 to June 2016; LPL Financial LLC, January 2006 to September 2016; Mutual Service Corporation, October 2002 to December 2005; FFP Advisory Services Inc, June 2001 to September 2002.
Where is Joe Medrano based?
Joe Medrano’s registered office is in Denver, CO.
Is Joe Medrano registered with FINRA?
No. Joe Medrano has no current broker registration.
How can I verify Joe Medrano’s record?
Search CRD 1393377 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joe Medrano’s full registration record.
