Jonathan M. Riesch

Current Employers

Employment History

• 07/2021 → 08/2022
  Equitable Advisors, Llc
  New York, NY
• 05/2017 → 06/2018
  Marine Credit Union
  Pewaukee, WI
• 02/2019 → 03/2021
  State Bank Of The Lakes
  Antioch, IL
• 03/2021 → 07/2021
  Unemployed
  Germantown, WI
• 06/2018 → 02/2019
  Unemployed
  Germantown, WI
• 09/2012 → 06/2017
  Universtity Of Wisconsin - Whitewater
  Whitewater, WI
• 09/2022 → 03/2024
  Fidelity Investments
  Jackson, WI
• 05/2024 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 05/2024 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 05/2024 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 12/2025 → Present
  Riesch Finance Llc
  Jackson, WI

Previous Registrations

• 2022-12-05 → 2024-03-26
  Fidelity Personal And Workplace Advisors
  Jackson, WI
• 2021-11-17 → 2022-09-06
  Equitable Advisors, Llc
  Milwaukee, WI

Other Businesses

[1] RIESCH 3 LLC; YES-INVESTMENT RELATED; ADDRESS: N148N12919 PLEASANT VIEW DRIVE, GERMANTOWN, WI 53022; NATURE: FAMILY FARM; POSITION: CO-TRUSTEE; STARTED: 03.10.2023; APPROX. / ZERO HRS/MO DURING TRADING HOURS; APPROX, ZERO HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: NONE, NO BUILDINGS ON THE PROPERTY, UNCLE MANAGES THE LAND RENTAL TO LOCAL FARMERS. [2] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 05.31.2024; APPROX. 5 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 30 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [3] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 05.31.2024; APPROX. 3 HRS/MONTH DURING TRADING HOURS; APPROX. 7 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS WITH FOCUS ON SALE OF LIFE, LONG TERM CARE AND DISABILITY INSURANCE PRODUCTS AND FIXED ANNUITIES. [4] RIESCH FINANCE LLC; YES-INVESTMENT RELATED; ADDRESS: w189n15775 MAPLE FIELDS CIRCLE, JACKSON, WI 53037; NATURE: PASS-THROUGH LLC ENTITY FOR PRE-TAX AND POST-TAX INCOME AND MANAGE BUSINESS EXPENSES; POSITION: MEMBER AND OWNER; STARTED: 12.15.2025; APPROX. ZERO HRS/MO DURING TRADING; APPROX. 10 HRS/MO OUTSIDE TRADING; RESPONSIBILITIES: MANAGE INCOME AND EXPENSES. [5] CATHOLIC FINANCIAL PLANNERS NETWORK; YES-INVESTMENT RELATED; ADDRESS: W189N15775 MAPLE FIELDS CIRCLE, JACKSON, WI 53037; NATURE: FINANCIAL EDUCATION WITH RELIGIOUS CATHOLIC INFLUENCE; POSITION: MEMBER; STARTED: 06.02.2026; APPROX. 1 HR/MO DURING TRADING HOURS; APPROX. 1 HR/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: NETWORK AND MARKET TOGETHER WITH A GROUP OF CATHOLIC FINANCIAL ADVISERS.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-10

Other Names

• Jonathan Michael Riesch
• Jonathan Riesch