James John Hamer

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

• 10/2000 → Present
  Hamer Planning Group
  Waukesha, WI
• 01/2014 → 02/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2014 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 11/2010 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 02/2025 → Present
  Mcdermott Investment Services, Llc
  Bethlehem, PA

Previous Registrations

• 2010-11-01 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Waukesha, WI
  Waukesha, WI
• 2006-07-07 → 2010-11-03
  Investment Advisors International, Inc.
  Waukesha, WI
• 2004-09-23 → 2006-08-21
  Transamerica Financial Advisors, Llc
  Waukesha, WI

Other Businesses

1) GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC - Investment related- N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188 - INSURANCE- INSURANCE AGENT- STARTED NOVEMBER 2010; 17 hrs/mth- 16 during trading hrs-Sell life, long-term care, disability insurance and fixed annuities. 2) GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; STARTED 01/2014; RIA; HEADQUARTER ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; APPROX.100 HRS/MO DURING SECURITIES TRADING HOURS; MARKETING, EDUCATION AND SALES OF ADVISORY PRODUCTS/SERVICES AND UTILIZING INVESTMENT STRATEGIES AND THIRD PARTY MONEY MANAGERS. 3) Global View Capital Advisors, LLC-Investment related- N14W23833 Stone Ridge Drive, Suite 300, Waukesha, WI 53188-Marketing firm for Advisory & Insurance services-Independent Contractor-5/6/2013-175 hrs/mth-163 during trading hrs-Marketing, education and sales of GVCM Advisory Services and GVCI Insurance Services. 4) Experior Financial Group; Investment Related; 300 Airborne Parkway, Suite 208, Cheektowago, NY 14225; Financial Services (Insurance); Insurance Agent; 2/15/2023; 5hrs/mo; 5hrs during trading; market, educate and sell insurance life products including fixed & index annuities and service client accounts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-20
• S63 Uniform Securities Agent State Law Examination
  1994-02-10

Other Names

• James J Hamer
• James Hamer