James Geygan has been Chief Executive Officer of Global Value Investment since May 2024, is a control person of the firm and directly owns between 5% and 10% of it.
Global Value Investment Corporation is a Milwaukee, WI firm with $226M under management, 192 clients and 7 advisers across 6 offices, as of its September 2026 filing.
James Geygan’s longest registration is the current one, 9 years at Global Value Investment since 2017. Before joining Global Value Investment in 2017, James Geygan was registered through Wells Fargo Funds Management, LLC and Wells Fargo Advisors, LLC.
- – present · 9 yearsPrinceton, NJ · Adviser representative · Firm CRD 144260
- Wells Fargo Funds Management, LLC– · under a yearBoston, MA · Adviser representative · Firm CRD 110841
- Wells Fargo Advisors, LLC– · 2 yearsAustin, TX · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
James Geygan is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from May 2017; the most recent is New Jersey, in April 2024.
- New JerseySince 26 April 2024
- TexasResidentSince 17 February 2022
- WisconsinSince 12 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 22 July 2014 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 April 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 March 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 March 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- James Philip Geygan
- CRD
- 5156746
- Firm
- Global Value Investment · CRD 144260
- Role
- Chief Executive Officer
- Office
- Princeton, NJ
- Registration
- Investment adviser registration
- In the industry since
- March 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does James Geygan work?
James Geygan has been Chief Executive Officer of Global Value Investment Corporation since May 2024, and is a control person of the firm.
Is James Geygan a financial advisor?
Yes. James Geygan has a current investment-adviser registration in New Jersey, Texas and Wisconsin, through Global Value Investment since May 2017.
How many years of experience does James Geygan have?
James Geygan has 13 years in the financial industry, since March 2013, across 3 adviser firms.
What exams has James Geygan passed?
James Geygan has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in March 2013. FINRA credited James Geygan with the SIE, which began in October 2018.
Where did James Geygan work before Global Value Investment?
Before Global Value Investment, James Geygan was registered through Wells Fargo Funds Management, LLC, January 2017 to May 2017; Wells Fargo Advisors, LLC, April 2013 to September 2015.
Where is James Geygan based?
James Geygan’s registered office is in Princeton, NJ.
Is James Geygan registered with FINRA?
No. James Geygan has no current broker registration.
How can I verify James Geygan’s record?
Search CRD 5156746 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Geygan’s full registration record.