John Cox has been an investment adviser representative at Global View Capital Management since July 2026, 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.
John Cox’s longest registration is the current one, under a year at Global View Capital Management since 2026. Before joining Global View Capital Management in 2026, John Cox was registered through Mwa Financial Services, Inc. and Primerica Advisors.
- – present · under a yearMarinette, WI · Adviser representative · Firm CRD 158292
- Mwa Financial Services, Inc.– · under a yearMarinette, WI · Adviser representative · Firm CRD 112630
- Primerica Advisors– · under a yearGreen Bay, WI · Adviser representative · Firm CRD 10111
Investment adviser representative registrations
John Cox is registered as an investment adviser representative in Wisconsin, since July 2026.
- WisconsinSince 30 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 December 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 February 2025 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 22 January 2025 |
| SIE | Securities Industry Essentials Examination | 3 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- John Douglas Cox
- CRD
- 8018434
- Firm
- Global View Capital Management · CRD 158292
- Office
- Marinette, WI
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does John Cox work?
John Cox is an investment adviser representative registered through Global View Capital Management LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is John Cox a financial advisor?
Yes. John Cox has a current investment-adviser registration in Wisconsin, through Global View Capital Management since July 2026.
How many years of experience does John Cox have?
John Cox has 1 year in the financial industry, since May 2025, across 3 adviser firms.
What exams has John Cox passed?
John Cox has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in December 2024.
Where did John Cox work before Global View Capital Management?
Before Global View Capital Management, John Cox was registered through Mwa Financial Services, Inc., July 2026 to July 2026; Primerica Advisors, January 2026 to March 2026.
Where is John Cox based?
John Cox’s registered office is in Marinette, WI.
Is John Cox registered with FINRA?
No. John Cox has no current broker registration.
How can I verify John Cox’s record?
Search CRD 8018434 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Cox’s full registration record.
