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Joyce Kelley

Advisor at Global View Capital Management LLC

Updated today
Global View Capital Management LLC logo

Firm

Global View Capital Management LLC

Location

Homewood, IL 60430

Credentials

Series 63, Series 65

Industry experience

10 years

Client services

Financial planning Portfolio management Selection of other advisers
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans

Fee options

Percentage

$0 - $500,000: 1.00% $500,001 - $999,999: 0.75% $1,000,000+: 0.50%

Project-based

Up to $350 per hour for financial planning

Other

Account minimum: $15,000 Minimum fee: Accounts under $15,000 charged a non-refundable set-up fee, lesser of 3% of initial balance or $350 Fee-only: Financial planning charged up to $350/hour

Work history

Global View Capital Management, Llc

2015 - Present (11 years)

Global View Capital Advisors, Llc

2013 - Present (13 years)

Global View Capital Insurance Services, Llc

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Arun S

CFP®, CFA®

Palos Park, IL

Avenue 90

Arun understands the importance of details specific to each client, which includes tax efficiency, a fulfilling retirement, and legacy planning. He also realizes the importance of a client working with a professional on a consistent basis, rather than speaking to a different person each time the client calls an 800 number for support. As some individuals have an affinity for one sport or hobby over another, Arun has a strong affinity for finance. With 9+ years in wealth management, and another several in other industries prior to graduate school, Arun has a strong interest in financial planning and investing. Aside from his practical experience working directly with clients of all ages and backgrounds, Arun has an MBA in Finance from the University of Wisconsin – Madison. In Madison, he honed his technical skills, and then further developed them by obtaining the Chartered Financial Analyst (CFA) designation, which is considered to be the most rigorous set of exams in the financial industry. Whether looking for a combination of planning and investment management, or just one of those two, Avenue 90 is available to help.

Wealth management Passive / index investing Active portfolio management HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Young Families

Brett S

Series 66

Frankfort, IL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner

John R

Series 63, Series 66

Chicago, IL

Fidelity

John Reyes is currently an Investment Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Relationship Manager and Workplace Planning Associate at Fidelity Investments, gaining experience in client relations and retirement planning. Prior to joining Fidelity, John was an Equity Derivatives Trader and worked as a Bilingual Senior Benefits Consultant at GoHealth. John focuses on collaborating with clients to align financial and retirement goals, providing guidance that integrates the personal and financial aspects of their circumstances. His professional experience spans investment consulting, relationship management, workplace planning, equity derivatives trading, and benefits consulting. Outside of his professional work, John engages in family activities, fitness, golf, playing musical instruments, and outdoor adventures.

Active portfolio management Options & derivatives strategies Financial Professional

Christopher J

Series 63, Series 66

Orland Park, IL

Merrill

Christopher Janyk is a Financial Advisor with Merrill Lynch Wealth Management, focusing on developing tailored wealth management strategies that address each client's unique financial needs. He emphasizes long-term approaches grounded in trust, transparency, and integrity, aiming to grow, preserve, and transfer wealth for individuals, families, and institutions. His expertise encompasses a wide range of client focus areas, including college education planning, divorce transition planning, family wealth management, legacy planning, retirement planning, portfolio management, and small business strategies. Christopher utilizes Merrill's resources to design, implement, and monitor customized investment strategies that seek to balance performance with risk management and tax efficiency, supporting clients in achieving their financial goals and providing income streams for retirement or generational transfer. Christopher holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Mount Carmel High School and attended DePaul University without obtaining a degree. Outside of his professional role, he enjoys baseball, football, golfing, spending time with his family, and traveling.

Wealth management General retirement planning General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Maria A

Series 63, Series 66

Crete, IL

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management ESG / Sustainable investing Religious/faith focused

Matthew V

CFP®, Series 66

Palos Heights, IL

Edward Jones

Divorce financial planning Retirement income strategy Business ownership considerations Inheritance planning Self-Employed
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