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Jeffrey Richart Geygan

Global Value Investment Corp.

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About Jeffrey Richart Geygan

Jeffrey Geygan is an Investment Advisor Representative at Global Value Investment Corp.. Jeffrey has been in the industry since 1987 and has experience with UBS Financial Services Inc., Salomon Smith Barney Inc., and Lehman Brothers Inc.. Jeffrey provides asset management to individuals, businesses, investment companies and pooled investment vehicles. Jeffrey is registered in South Carolina, Texas and Wisconsin.

Firm Information

Jeffrey 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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Jeffrey Geygan’s Registration & Firm History

WI

01/01/2025 - Present

Global Value Investment Corp. (MILWAUKEE WI)

WI

09/27/2002 - 08/21/2007

UBS FINANCIAL SERVICES INC. (MEQUON WI)

NY

07/31/1993 - 10/11/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

11/25/1987 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/07/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 12/21/1987

Series 3 - National Commodity Futures Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Richart Geygan.
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