About Jamie Johnson

GVCA » San Antonio

Jamie Johnson

Founder, Investment Advisor Representative

Global View Capital Advisors of San Antonio

jjohnson@gvcaponline.com

(210) 693-0395

Let’s connect on LinkedIn

Jamie Johnson has more than a decade of experience in the financial services industry. He is a licensed property & casualty insurance agent, holds his Series 7 and Series 66 securities registrations, and is also licensed in life insurance. As an independent IAR (investment advisor representative), insurance agent, and broker for more than 10 years, he has a lot of experience that he brings to each client.

In addition to being a business owner and financial professional, Jamie is a retired US Air Force officer, and he meets weekly with other entrepreneurs, networking with the San Antonio business community in order to share information about how they can protect their companies and plan for their retirements. He started Global View Capital Advisors of San Antonio, as well as his local independent insurance agency, Johnson Insurance & Financial Services, in order to provide a wide range of services to help families and business owners in San Antonio.

”I started my firms in order to help the small families that need help so they can secure their retirement. I work with them to create plans to help leave their children, and/or their organizations, in a better place
— Jamie Johnson

“I have always been interested in investing for myself, and it’s a privilege to help others with their investments, as well as the other elements that make up a well-rounded plan. I take my love of investing and listen to my clients’ needs/desires so we can formulate a plan that can help them get from where they are today to where they see themselves in the future. It’s their plan, it’s their future…I am here to help them get there!”

“What I love doing is helping families and business owners develop a retirement plan that meets their needs. This often includes helping to ensure their children are also set up for financial success. The key is to listen to where each client is currently and what their desires are so we can develop a path to get there,” Jamie says. “My favorite part of my job is helping a client achieve their goals and desires and seeing the smiles on their faces.”

Jamie grew up in the Pacific Northwest in Idaho and Washington, and attended Central Washington University, where he received his Bachelor of Science in biology. He went on to attend Webster University, where he received his Master of Arts degree in management. He is a retired military officer, who spent 16 years in the US Air Force prior to getting licensed as a financial professional and starting his companies.

Married to Roy Vega Carranza for more than seven years, the couple lives in San Antonio. They attend a local Presbyterian Church and spend most of their free time raising their 1-year-old daughter, Olivia, in their busy household that also includes three dogs.

Services We Provide

For Individuals | For Business Owners

Each family, couple, individual or business owner we work with gets a customized plan, which may contain some of the following services or other additional services which are not listed here. As an independent advisory firm, we have access to thousands of strategies and will work hard to create a plan designed to help you achieve your life goals and objectives, whether you are trying to send your kids through college, pay for your aging parents, find a way to retire from your own business, or just retire from your job. We’re here for you—call us at (210) 693-0395 or use the contact form and we will get back to you!

Investment Management

Tap into innovative asset and investment management, where you’ll have access to hundreds of strategies and a wide variety of products that can help provide you with an edge in the market. By combining proprietary algorithms and advanced portfolio construction, we deliver a highly-sophisticated form of diversification, with an emphasis on downside protection.

Wealth Management

Comprehensive wealth management includes invested assets as well as other strategies as part of your well-rounded financial plan. We work with individuals, couples and families to manage their wealth through multiple generations, starting with your unique goals and objectives. Business owners in particular have unique opportunities to build and pass on generational wealth.

Retirement Planning

Early planning can give you the best chance to retire and stay retired living your desired lifestyle. We help with tax-efficient income planning designed to last for the 20-40 years you may spend in retirement. For business owners, we offer many different types of solutions, depending on whether you plan to sell to current partners, leave a business to your heirs, or sell to an outside entity.

Tax Mitigation Strategies

If you have a large amount of assets saved in taxable accounts like traditional 401(k)s or IRAs, you may have less money for retirement than you thought. We can help you develop an efficient retirement income plan with the goal of lowering taxes in retirement. If you have a business, we’ll help you look at many additional tax-efficient options for now, and for your future.

Business Owner Solutions

Business insurance protects your investment by minimizing financial risks associated with unexpected events such as a death of a partner, an injured employee, a lawsuit, or a natural disaster. We offer a full range of coverages that can help you address the different risks you face, in addition to helping your design your own retirement, business exit, or succession plan.

Succession Planning Strategies

Succession planning, sometimes called exit planning, paves the way for a smooth transition of business leadership by choice, creating the structure and necessary resources that will allow you to sell your business and/or transfer it to your chosen family members, business partners, or leadership team. An effective succession plan can help you retire if that is your goal.

Key Person Policies

With key person policies, the business itself is generally the owner as well as the beneficiary of the policy. A key person policy is taken out by a business to protect against financial loss if an owner, partner, top executive, or essential employee passes away. It can also protect heirs from paying off company debts after the owner dies. Sometimes these policies have a disability insurance provision or rider for the key person as well.

Buy/Sell Policies

Often used by sole proprietors or closely-held partnerships, buy-sell agreements stipulate how a partner’s share of a business may be transferred in the event of a partner’s death or departure. They may also establish the method that will be used for determining the value of a business. The most common buy-sell agreements are cross-purchase or entity-purchase; some agreements will combine the two.

Estate & Legacy Planning Strategies

If you have a family and/or assets, you need an estate plan. We work with estate attorneys to help you pass on a tax-advantaged legacy to your heirs and/or charities, documenting your desires for a stress-free transfer of wealth which can bypass probate. We also offer tax-advantaged advanced strategies which may include trusts for transferring business ownership.

Life Insurance & Annuity Solutions

Insurance helps protect your family from the financial consequences of adverse events, and it provides perhaps the most tax-advantaged way to transfer wealth when it comes to your estate. Annuities can provide contractual guarantees from insurance companies for lifetime retirement income. We offer almost every type of insurance solution for both families and businesses.

Resource Library

Global View Capital Advisors in San Antonio is here to answer questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth. We invite you to read, watch, download, and learn from the educational resources on our website. And remember, we are here to help you develop and implement your own personalized approach for your family and/or your business. Please reach out, we would love to speak with you!