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James Philip Geygan

Global Value Investment Corp.

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About James Philip Geygan

James Geygan is an investment advisor representative at Global Value Investment Corp., located in Milwaukee, Wisconsin. James is a registered Investment Advisor in New Jersey, Texas, and Wisconsin, and has a Series 6, 7, 63, and 65. James has been in the industry for over 10 years, having previously worked at WELLS FARGO FUNDS DISTRIBUTOR, LLC and WELLS FARGO ADVISORS, LLC. James primarily focuses on investment advisory services to other investment advisors and financial institutions, as well as portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

James Geygan is currently registered with Global Value Investment Corp.. Global Value Investment Corp. is an investment advisor headquartered in Milwaukee, WI. The firm primarily provides portfolio management services to individuals, other investment advisors, corporations, and pooled investment vehicles. The firm manages approximately $171 million in assets for its clients.
Global Value Investment Corp.

1433 N WATER STREET

MILWAUKEE, WI 53202

$171.08M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset management to other investment advisors and financial institutions

Asset management to other investment advisors and financial institutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Geygan’s Registration & Firm History

WI

05/12/2017 - Present

Global Value Investment Corp. (MILWAUKEE WI)

MA

09/24/2015 - 05/12/2017

WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)

TX

03/04/2013 - 09/23/2015

WELLS FARGO ADVISORS, LLC (AUSTIN TX)

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Licenses & Designations

IA

Issued 04/02/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/01/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Philip Geygan.
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