Jeffrey Geygan has been Executive Chairman, Chairman of the Board of Directors, Controlling Shareholder of Global Value Investment since August 2007, is a control person of the firm and directly owns between 25% and 50% 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.
Jeffrey Geygan’s longest registration is the current one, 10 years at Global Value Investment since 2016. Before joining Global Value Investment in 2016, Jeffrey Geygan was registered through UBS Financial Services Inc.
- – present · 10 yearsCharleston, SC · Adviser representative · Firm CRD 144260
- – · 8 yearsMequon, WI · Adviser representative · Firm CRD 144260
- UBS Financial Services Inc.– · 3 yearsMequon, WI · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Jeffrey Geygan is registered as an investment adviser representative in 3 states. The first approvals date from April 2016; the most recent is South Carolina, in February 2022.
- South CarolinaSince 17 February 2022
- TexasSince 19 April 2016
- WisconsinSince 25 April 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 28 May 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 1992 |
| Series 3 | National Commodity Futures Examination | 21 December 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 December 1987 |
| Series 7 | General Securities Representative Examination | 21 November 1987 |
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Richart Geygan
- CRD
- 1705630
- Firm
- Global Value Investment · CRD 144260
- Role
- Executive Chairman, Chairman of the Board of Directors, Controlling Shareholder
- Office
- Charleston, SC
- Registration
- Investment adviser registration
- In the industry since
- December 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Geygan work?
Jeffrey Geygan has been Executive Chairman, Chairman of the Board of Directors, Controlling Shareholder of Global Value Investment Corporation since August 2007, and is a control person of the firm.
Is Jeffrey Geygan a financial advisor?
Yes. Jeffrey Geygan has a current investment-adviser registration in South Carolina, Texas and Wisconsin, through Global Value Investment since April 2016.
How many years of experience does Jeffrey Geygan have?
Jeffrey Geygan has 22 years in the financial industry, since December 2003, across 2 adviser firms.
What exams has Jeffrey Geygan passed?
Jeffrey Geygan has passed 5 licensing exams: the Series 7, Series 63, Series 3, Series 65 and Series 8. The earliest, the Series 7, was passed in November 1987.
Where did Jeffrey Geygan work before Global Value Investment?
Before Global Value Investment, Jeffrey Geygan was registered through Milwaukee Institutional Asset Management, August 2007 to April 2016; UBS Financial Services Inc., December 2003 to August 2007.
Where is Jeffrey Geygan based?
Jeffrey Geygan’s registered office is in Charleston, SC.
Is Jeffrey Geygan registered with FINRA?
No. Jeffrey Geygan has no current broker registration.
How can I verify Jeffrey Geygan’s record?
Search CRD 1705630 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Geygan’s full registration record.