Jose Montalvo JR. has been an investment adviser representative at Global View Capital Management since March 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 yearsRuskin, FL · Adviser representative · Firm CRD 158292
Investment adviser representative registrations
Jose Montalvo JR. is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in March 2024.
- FloridaSince 21 March 2024
- TexasResidentSince 16 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 28 November 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 September 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6104825
- Firm
- Global View Capital Management · CRD 158292
- Office
- Ruskin, FL
- Registration
- Investment adviser registration
- In the industry since
- December 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Jose Montalvo JR. work?
Jose Montalvo JR. is an investment adviser representative registered through Global View Capital Management LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jose Montalvo JR. a financial advisor?
Yes. Jose Montalvo JR. has a current investment-adviser registration in Florida and Texas, through Global View Capital Management since March 2024.
How many years of experience does Jose Montalvo JR. have?
Jose Montalvo JR. has 13 years in the financial industry, since December 2012, across 1 adviser firm.
What exams has Jose Montalvo JR. passed?
Jose Montalvo JR. has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 2012. FINRA credited Jose Montalvo JR. with the SIE, which began in October 2018.
Where is Jose Montalvo JR. based?
Jose Montalvo JR.’s registered office is in Ruskin, FL.
Is Jose Montalvo JR. registered with FINRA?
No. Jose Montalvo JR. has no current broker registration.
How can I verify Jose Montalvo JR.’s record?
Search CRD 6104825 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jose Montalvo JR.’s full registration record.
