Jonathan A Wiles
Investment adviser representative at Global View Investment Advisors, LLC
19 yearsExperience
1 stateRegistered in
$553.8MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Global View Investment Advisors, LLCOct 2007 to now
- Cambridge Investment Research, IncFeb 2007 to now
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (SC).
Global View Investment Advisors, LLC
$553.8MAssets managed
585Clients
4Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4798512
- Firm CRD
- 145499