Jonathan Hartley

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

• 05/2019 → 05/2025
  First Republic Investment Management, Inc
  Washington, DC
• 06/2020 → 09/2023
  First Republic Securities Company, Llc
  Washington, DC
• 04/2019 → 05/2019
  Merrill Lynch
  Washington, DC
• 01/2017 → 04/2019
  Endeavor Capital Management, Llc
  Reston, VA
• 08/2016 → 12/2016
  Extended Travel
  Shavertown, PA
• 09/2023 → 05/2025
  J.P. Morgan Securities Llc
  Washington, DC
• 10/2023 → 05/2025
  Jp Morgan Chase Bank, N.A.
  Washington, DC
• 05/2025 → Present
  Gc Wealth Management Ria, Llc
  Cambridge, MA

Previous Registrations

• 2023-12-08 → 2025-05-22
  J.P. Morgan Securities Llc
  Washington, DC
  San Francisco, CA
  Washington, DC
  Alexandria, VA
  San Francisco, CA
• 2020-07-09 → 2025-03-21
  J.P. Morgan Private Wealth Advisors Llc
  Washington, DC
  Washington, DC

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-07

Designations

• Chartered Financial Analyst

Other Names

• Jonathan Hartley
• Jonathan Robert Hartley