JG
James P. Geygan
GLOBAL VALUE INVESTMENT
Princeton, NJ
Some features on this profile are disabled
CRD#: 5156746
JG
Professional summary
James Philip Geygan, who also goes by Jp Geygan, is a registered financial advisor currently at GLOBAL VALUE INVESTMENT CORPORATION located in Princeton, New Jersey.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. James has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jp 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.
Fluent, Inc Not Investment Related 300 Vesey Street, 9th Floor, New York, NY 10282 Commerce Media Solutions Board Member 01/14/2025 Hours/Month - 8 Hours During Trading Hours - 0 Board Member Duties
CRS (Client Relationship Summary) - RIA
Click below to view James Philip 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
May 12, 2017 - Present
GLOBAL VALUE INVESTMENT CORPORATION
RIA
CRD#: 144260
Princeton, NJ
Past
January 30, 2017 - May 12, 2017
ALLSPRING FUNDS MANAGEMENT, LLC
RIA
CRD#: 110841
Boston, MA
Past
September 24, 2015 - May 12, 2017
ALLSPRING FUNDS DISTRIBUTOR, LLC
BD
CRD#: 133366
BOSTON, MA
Past
April 3, 2013 - September 23, 2015
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
AUSTIN, TX
Past
March 4, 2013 - September 23, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
AUSTIN, TX
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
New Jersey(4/26/2024)
IAR
Texas(2/17/2022)
IAR
Wisconsin(5/12/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
