Jose Montalvo jr.
Investment adviser representative at Global View Capital Management LLC
15 yearsExperience
2 statesRegistered in
$775.2MFirm assets
14 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Global View Capital Management, LLCMar 2024 to now
- Global View Capital Insurance Services, LLCFeb 2024 to now
- Global View Capital Advisors, LLCJan 2024 to now
- NetlawNov 2019 to Mar 2024
- School Loan 411 LLCAug 2014 to Jan 2021
- Rush UniversityJan 2014 to Jan 2021
- Vascular Ultrasound TrainingDec 2013 to Mar 2024
- Vascular Equipment ReferralNov 2013 to Mar 2024
- Transamerica Financial Advisors, IncAug 2012 to Dec 2023
- World Financial Group, Inc.Mar 2011 to Feb 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Global View Capital Management LLC
$775.2MAssets managed
3,819Clients
101Advisers
14 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
- 6104825
- Firm CRD
- 158292