Jeremy Bell Condie

Employer firm

Global View Capital Management LLC CRD 158292

$775M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISER TO OTHER ADVISERS & ADVICE TO PARTICIPANTS OF 401(K), 403B, 457 AND SIMPLE RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → 05/2018
  Convergys
  Pocatello, ID
• 09/2008 → Present
  Condie Family Farm, Llc
  Grace, ID
• 01/2014 → Present
  Global View Capital Management, Llc
  Idaho Falls, ID
• 03/2018 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 01/2014 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 05/2018 → Present
  Hirning Buick Gmc
  Pocatello, ID
• 01/2023 → Present
  Convergys
  Pocatello, ID

Previous Registrations

• 2012-01-06 → 2013-12-31
  Transamerica Financial Advisors, Llc
  Idaho Falls, ID
• 2008-11-05 → 2012-01-06
  Investment Advisors International, Inc.
  Idaho Falls, ID

Other Businesses

[1] CONDIE FAMILY FARM, LLC; NOT INVESTMENT RELATED; 43 MCPHERSON CANYON ROAD, GRACE, ID 83241; NATURE: FARM; POSITION: SON OF THE FARM OWNER AND HELPS WITH FARM CHORES; STARTED: GREW UP ON LIFE LONG FAMILY FARM BUSINESS; APPROX. 1-2 HRS/MONTH; APPROX. ZERO HRS/ MONTH DURING TRADING HOURS; RESPONSIBILITIES: OCCASIONALLY HELPS WITH FARM CHORES SUCH AS PLOW FIELDS, PLANT, HARVEST AND OTHER FARMING TASKS. [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: 01-06-2014; APPROX. 10 ADVISORY HRS/MONTH; APPROX. 5 ADVISORY HRS/MONTH DURING 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: 03-01-2018; APPROX. 10 HRS/MONT; APPROX. 5 HRS/MONTH DURING 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. [4] HIRNING BUICK GMC; NOT INVESTMENT RELATED; ADDRESS: 509 YELLOWSTONE AVENUE, POCATELLO, ID 83201; NATURE: AUTOMOBILE; STARTED: MAY 2018; APPROX. 174 HRS/MONTH; APPROX. 125 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: SELL AUTOMOBILES AND SERVICE CUSTOMERS. [5] CONVERGYS; NOT INVESTMENT RELATED; ADDRESS: 805 NORTH MAIN STREET, POCATELLO, ID 83204; NATURE: TELEVISION SERVICES; POSITION: CALL CENTER CUSTOMER SERVICE REPRESENTATIVE; STARTED: JUNE 2004; APPROX. 175-180 HRS/MONTH; APPROX. 150-160 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: ASSIST CUSTOMERS WITH TROUBLE SHOOTING, TECHNICHAL SUPPORT AND RESOLUTIONS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-18
• S63 Uniform Securities Agent State Law Examination
  2005-09-30

Other Names

• Jeremy B. Condie
• Jeremy Condie