Jeremy Parsels

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

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2025-06-02
VA	RA	APPROVED	2025-05-27

Branch Locations

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

Organization	City	State	From	To
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

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

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

Washington, DC

2024-05-23 → 2025-05-22

J.P. Morgan Securities Llc

Washington, DC

San Francisco, CA

Washington, DC

San Francisco, CA
2019-05-24 → 2025-03-21

J.P. Morgan Private Wealth Advisors Llc

San Francisco, CA

Washington, DC

Washington, DC
2018-07-25 → 2019-05-28

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-07-23