Jonathan Riesch has been an investment adviser representative at Global View Capital Management since June 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.
Jonathan Riesch’s longest registration is the current one, 2 years at Global View Capital Management since 2024. Before joining Global View Capital Management in 2024, Jonathan Riesch was registered through Fidelity Personal and Workplace Advisors and Equitable Advisors, LLC.
- – present · 2 yearsWaukesha, WI · Adviser representative · Firm CRD 158292
- Fidelity Personal and Workplace Advisors– · 1 yearJackson, WI · Adviser representative · Firm CRD 288590
- Equitable Advisors, LLC– · under a yearMilwaukee, WI · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Jonathan Riesch is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2024; the most recent is Texas, in October 2025.
- TexasResidentSince 29 October 2025
- WisconsinSince 3 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 10 November 2021 |
| Series 7TO | General Securities Representative Examination | 17 September 2021 |
| SIE | Securities Industry Essentials Examination | 13 August 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jonathan M. Riesch
- CRD
- 7406357
- Firm
- Global View Capital Management · CRD 158292
- Office
- N14 W23833 STONE RIDGE DR - SUITE 350, Waukesha, WI 53188
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Riesch work?
Jonathan Riesch is an investment adviser representative registered through Global View Capital Management LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Riesch a financial advisor?
Yes. Jonathan Riesch has a current investment-adviser registration in Texas and Wisconsin, through Global View Capital Management since June 2024.
How many years of experience does Jonathan Riesch have?
Jonathan Riesch has 4 years in the financial industry, since December 2021, across 3 adviser firms.
What exams has Jonathan Riesch passed?
Jonathan Riesch has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2021.
Where did Jonathan Riesch work before Global View Capital Management?
Before Global View Capital Management, Jonathan Riesch was registered through Fidelity Personal and Workplace Advisors, December 2022 to March 2024; Equitable Advisors, LLC, November 2021 to September 2022.
Where is Jonathan Riesch based?
Jonathan Riesch’s registered office is in Waukesha, WI.
Is Jonathan Riesch registered with FINRA?
No. Jonathan Riesch has no current broker registration.
How can I verify Jonathan Riesch’s record?
Search CRD 7406357 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Riesch’s full registration record.
