James Geygan, financial advisor Boston MA

James Geygan

CRD Number: 5156746
Current Firm: Global Value Investment Corporation

James Geygan (CRD# 5156746) is an Investment Advisor Representative working at Global Value Investment Corporation in Boston, MA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Global Value Investment Corp Milwaukee, WI May 2017 - Current 6
Wells Fargo Funds Distributor, LLC Boston, MA Sep 2015 - May 2017 1
Wells Fargo Advisors LLC Austin, TX Jan 2013 - Sep 2015 2
Wells Fargo Bank Na Austin, TX Apr 2012 - Sep 2015 3
Austin Online Solutions, Inc. Austin, TX Oct 2011 - Aug 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for James P. Geygan
Phone Number: 262-478-0640
Registered State(s):
  • MA
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    171
    MILLIONS
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $385,305
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, FL, IL, MA, MT, NJ, NY, SC, TX, WI, WY

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