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Jeremy Parsels

Gc Wealth Management Ria, LLC

Washingron, DC

Cambridge, MA

CRD 6927535

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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:

Current Employers
Gc Wealth Management Ria, Llc

20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-06-02
VA RA APPROVED 2025-05-27
  • DC RA
    APPROVED
    Since 2025-06-02
  • VA RA
    APPROVED
    Since 2025-05-27

Branch Locations

800 Connecticut Avenue Nw Floor 3, Suite 315, Washingron, DC 20006 • United States

20 University Road 4Th Floor, Cambridge, MA 02138-5815 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 03/2018 05/2019
Cambridge Associates Arlington VA 03/2003 03/2018
Bank Of America, N.A. Washington DC 05/2018 05/2019
First Republic Securities Company, Llc San Francisco CA 05/2019 09/2023
First Republic Investment Management, Inc. San Francisco CA 05/2019 05/2025
J.P. Morgan Securities Llc Washington DC 09/2023 05/2025
Jp Morgan Chase Bank, N.A. Washington DC 10/2023 05/2025
Gc Wealth Management Ria, Llc Washington DC 05/2025 Present
  • 03/2018 → 05/2019
    Washington, DC
  • 03/2003 → 03/2018
    Cambridge Associates
    Arlington, VA
  • 05/2018 → 05/2019
    Bank Of America, N.A.
    Washington, DC
  • 05/2019 → 09/2023
    First Republic Securities Company, Llc
    San Francisco, CA
  • 05/2019 → 05/2025
    First Republic Investment Management, Inc.
    San Francisco, CA
  • 09/2023 → 05/2025
    Washington, DC
  • 10/2023 → 05/2025
    Jp Morgan Chase Bank, N.A.
    Washington, DC
  • 05/2025 → Present
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-23
  • S66 Uniform Combined State Law Examination
    2018-07-23
Other Names
  • Jeremy Parsels
  • Jeremy Todd Parsels

View on SEC IAPD

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