JG
Jeffrey R. Geygan
GLOBAL VALUE INVESTMENT
Charleston, SC
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CRD#: 1705630
JG
Professional summary
Jeffrey Richart Geygan, who also goes by Jeff Geygan, is a registered financial advisor currently at GLOBAL VALUE INVESTMENT CORPORATION located in Charleston, South Carolina.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jeffrey has worked at 4 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Geygan
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Rocky Mountain Chocolate Factory Not investment related 265 Turner Drive, Durango, CO 81303 Retail Board Member 8/12/2021 Hours/Month Total - 8 Hours/Month During Trading Hours - 0 Board Member Duties Rocky Mountain Chocolate Factory Not Investment Related 265 Turner Drive, Durango, CO 81303 Retail Interim CEO - Temporary Leave of Absence as CEO of GVIC 40 Hours/Week
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Richart Geygan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 19, 2016 - Present
GLOBAL VALUE INVESTMENT CORPORATION
RIA
CRD#: 144260
Charleston, SC
Past
August 13, 2007 - April 6, 2016
GLOBAL VALUE INVESTMENT CORPORATION
RIA
CRD#: 144260
MEQUON, WI
Past
December 17, 2003 - August 21, 2007
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
MEQUON, WI
Past
September 27, 2002 - August 21, 2007
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
MEQUON, WI
Past
July 31, 1993 - October 11, 2002
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
November 25, 1987 - July 31, 1993
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GV
GLOBAL VALUE INVESTMENT CORPORATION
GLOBAL VALUE INVESTMENT CORP | MILWAUKEE PRIVATE WEALTH MANAGEMENT, INC | MILWAUKEE PRIVATE WEALTH MANAGEMENT | MILWAUKEE INSTITUTIONAL ASSET MANAGEMENT | GLOBAL VALUE RESEARCH COMPANY | GLOBAL VALUE INVESTMENT CORPORATION | GLOBAL VALUE INVESTMENT CORP.
CRD#: 144260 / SEC#: 801-121076
RIA
Registered Investment Advisory firm - (4/30/2021 Approved)California
Registered Investment Advisory firm - (6/12/2021 Terminated)Florida
Registered Investment Advisory firm - (5/13/2021 Terminated)Illinois
Registered Investment Advisory firm - (5/13/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (5/13/2021 Terminated)New York
Registered Investment Advisory firm - (5/13/2021 Terminated)Texas
Registered Investment Advisory firm - (5/13/2021 Terminated)Wisconsin
Registered Investment Advisory firm - (5/13/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
South Carolina(2/17/2022)
IAR
Texas(4/19/2016)
IAR
Wisconsin(4/25/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/28/1998
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
GV
GLOBAL VALUE INVESTMENT CORPORATION
GLOBAL VALUE INVESTMENT CORP | MILWAUKEE PRIVATE WEALTH MANAGEMENT, INC | MILWAUKEE PRIVATE WEALTH MANAGEMENT | MILWAUKEE INSTITUTIONAL ASSET MANAGEMENT | GLOBAL VALUE RESEARCH COMPANY | GLOBAL VALUE INVESTMENT CORPORATION | GLOBAL VALUE INVESTMENT CORP.
CRD#: 144260 / SEC#: 801-121076
RIA
Registered Investment Advisory firm - (4/30/2021 Approved)California
Registered Investment Advisory firm - (6/12/2021 Terminated)Florida
Registered Investment Advisory firm - (5/13/2021 Terminated)Illinois
Registered Investment Advisory firm - (5/13/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (5/13/2021 Terminated)New York
Registered Investment Advisory firm - (5/13/2021 Terminated)Texas
Registered Investment Advisory firm - (5/13/2021 Terminated)Wisconsin
Registered Investment Advisory firm - (5/13/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1433 N Water Street Suite 400, Milwaukee, WI 53202
Mailing Address
Phone number
(262) 478-0640
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 515 |
| AUM (Assets Under Management) | $ 194,279,852 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/20/2024 | ||
| 11/01/2023 | ||
| 12/29/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
