Advisor at GC Wealth Management RIA, LLC
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Firm
GC Wealth Management RIA, LLC
Location
Washingron, DC 20006
Credentials
Series 66
Industry experience
7 years
Jeremy Parsels is a financial advisor at GC Wealth Management RIA, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including J.P. Morgan Chase Bank, First Republic Investment Management, Bank of America, Merrill, and Cambridge Associates. GC Wealth Management provides discretionary investment management and financial planning services to a diverse client base including high-net-worth individuals, families, foundations, and corporations. The firm offers tailored portfolio management across various asset classes and employs a combination of direct management and oversight of independent managers.
Based on GC Wealth Management RIA, LLC
Based on GC Wealth Management RIA, LLC
Founders Membership annual fee of $10,000 for a two-year term (currently waived for pilot phase participants)
Founders Membership annual fee of $10,000 for a two-year term (subscription-like fee)
Minimum fee: Annual Advisory Fee minimum for separate account services (amount not specified, negotiable and waivable) Fee-only: Negotiable fixed fees for financial planning and consulting
800 Connecticut Avenue Nw, Floor 3, Suite 315
Washingron, DC 20006
District of Columbia · Virginia
GC Wealth Management RIA, LLC
2025 - Present (1 year)
jp morgan chase bank, N.a.
2023 - 2025 (2 years)
J.P. Morgan Securities
2023 - 2025 (2 years)
First Republic Investment Management, Inc.
2019 - 2025 (6 years)
First Republic Securities Company, LLC
2019 - 2023 (4 years)
Bank Of America, N.a.
2018 - 2019 (1 year)
Merrill
2018 - 2019 (1 year)
Cambridge Associates
2003 - 2018 (15 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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David N. Hainsworth, C.P.A., P.C.
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Washington, DC
SHB Advisors
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