Jeffrey David Lukawski
Investment adviser representative at Global View Capital Management LLC
11 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
11 years in the industry.
- Global View Capital Management, LLCOct 2024 to now
- Global View Capital Insurance Services, LLCMay 2024 to now
- Global View Capital Advisors, LLCApr 2024 to now
- White Oak BenefitsMay 2023 to now
- Greensboro Fire DepartmentSep 2020 to now
- Shop RiteJun 2019 to Sep 2020
- Grove City CollegeSep 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7992938
- Firm CRD
- 158292