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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan M. Riesch is an investment advisor representative with Global View Capital Management LLC. Jonathan is licensed in Wisconsin and is currently an active investment advisor representative. Previously Jonathan was a registered representative with Fidelity Brokerage Services LLC from September 30, 2022 to March 26, 2024 and with Equitable Advisors, LLC from September 17, 2021 to September 6, 2022. Jonathan passed the Series 66, Series 7 and SIE exams. Jonathan's previous employment includes roles with Marine Credit Union, State Bank of the Lakes, and Fidelity Investments.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning
1
2
WI
06/03/2024 - Present
Global View Capital Management LLC (WAUKESHA WI)
RI
09/30/2022 - 03/26/2024
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
WI
09/17/2021 - 09/06/2022
EQUITABLE ADVISORS, LLC (MILWAUKEE WI)
BOTH
Issued 11/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 8/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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