Joseph James Mathews

Employer firm

Gc Wealth Management Ria, LLC CRD 327269

$5.83B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 02/2020
  Mfs Fund Distributors, Inc.
  Boston, MA
• 02/2020 → 09/2023
  First Republic Securities Company, Llc
  Boston, MA
• 02/2020 → 09/2023
  First Republic Investment Management, Inc.
  Boston, MA
• 09/2023 → Present
  Catalytic Wealth Management
  Cambridge, MA

Previous Registrations

• 2020-08-25 → 2023-10-02
  J.P. Morgan Private Wealth Advisors Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2020-08-13
• S63 Uniform Securities Agent State Law Examination
  2011-09-09

Other Names

• Joseph James Mathews
• Joe Mathews